Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
793
+55
+7% +$22.4K 0.14% 90
2025
Q1
$249K Buy
738
+5
+0.7% +$1.69K 0.11% 97
2024
Q4
$244K Buy
+733
New +$244K 0.11% 103