Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Buy
10,541
+405
+4% +$11.7K 0.1% 60
2025
Q1
$287K Buy
10,136
+747
+8% +$21.1K 0.11% 58
2024
Q4
$214K Buy
+9,389
New +$214K 0.08% 82