Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Buy
1,308
+222
+20% +$70.5K 0.35% 44
2025
Q1
$281K Buy
1,086
+105
+11% +$27.2K 0.26% 58
2024
Q4
$396K Buy
+981
New +$396K 0.37% 42