Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Buy
8,921
+584
+7% +$26.3K 0.14% 148
2025
Q1
$392K Buy
8,337
+98
+1% +$4.61K 0.15% 143
2024
Q4
$464K Buy
+8,239
New +$464K 0.17% 125