Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
8,005
+127
+2% +$6.54K 0.01% 697
2025
Q1
$422K Buy
7,878
+270
+4% +$14.5K 0.02% 670
2024
Q4
$364K Buy
+7,608
New +$364K 0.01% 734