Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
4,794
+188
+4% +$13.6K 0.3% 35
2025
Q1
$281K Buy
4,606
+333
+8% +$20.3K 0.24% 44
2024
Q4
$316K Buy
+4,273
New +$316K 0.32% 38