Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
986
+7
+0.7% +$2.06K 0.06% 184
2025
Q1
$243K Buy
979
+53
+6% +$13.2K 0.06% 185
2024
Q4
$204K Buy
926
+12
+1% +$2.64K 0.05% 185
2024
Q3
$202K Buy
+914
New +$202K 0.06% 163