Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Buy
8,186
+285
+4% +$12.6K 0.2% 90
2025
Q1
$262K Buy
7,901
+245
+3% +$8.13K 0.16% 95
2024
Q4
$279K Buy
+7,656
New +$279K 0.17% 91