Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Buy
14,342
+4,970
+53% +$144K 0.24% 99
2025
Q1
$265K Buy
9,372
+518
+6% +$14.7K 0.16% 118
2024
Q4
$202K Buy
+8,854
New +$202K 0.12% 133