Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Buy
1,895
+31
+2% +$4.9K 3.38% 11
2025
Q1
$202K Buy
1,864
+216
+13% +$23.4K 0.11% 103
2024
Q4
$221K Buy
+1,648
New +$221K 0.13% 86