Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$651K Hold
4,128
0.29% 35
2025
Q1
$557K Buy
4,128
+1
+0% +$135 0.28% 36
2024
Q4
$595K Buy
+4,127
New +$595K 0.3% 37