Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Hold
4,112
0.14% 121
2025
Q1
$278K Buy
4,112
+130
+3% +$8.8K 0.14% 128
2024
Q4
$243K Buy
+3,982
New +$243K 0.12% 136