Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
310
+2
+0.6% +$1.79K 0.17% 30
2025
Q1
$208K Buy
308
+120
+64% +$81.1K 0.13% 32
2024
Q4
$119K Buy
+188
New +$119K 0.07% 35