Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
4,700
+200
+4% +$15.8K 0.81% 44
2025
Q1
$404K Buy
4,500
+100
+2% +$8.98K 1.06% 34
2024
Q4
$438K Buy
4,400
+2,000
+83% +$199K 0.97% 31
2024
Q3
$273K Buy
+2,400
New +$273K 0.58% 57