Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
255
+2
+0.8% +$1.98K 0.1% 42
2025
Q1
$239K Buy
253
+3
+1% +$2.84K 0.1% 42
2024
Q4
$229K Buy
+250
New +$229K 0.1% 43