Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Buy
1,100
+69
+7% +$19.3K 0.03% 132
2025
Q1
$321K Buy
1,031
+1
+0.1% +$312 0.04% 135
2024
Q4
$268K Buy
1,030
+193
+23% +$50.3K 0.04% 133
2024
Q3
$270K Buy
+837
New +$270K 0.04% 129