Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
1,604
+1,000
+166% +$205K 0.25% 44
2025
Q1
$134K Buy
604
+159
+36% +$35.3K 0.12% 104
2024
Q4
$111K Buy
+445
New +$111K 0.11% 110