Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Buy
6,528
+200
+3% +$14.2K 0.3% 45
2025
Q1
$402K Hold
6,328
0.27% 52
2024
Q4
$479K Buy
+6,328
New +$479K 0.32% 45