Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Hold
959
0.17% 24
2025
Q1
$368K Buy
959
+7
+0.7% +$2.69K 0.2% 20
2024
Q4
$423K Hold
952
0.24% 19
2024
Q3
$493K Buy
+952
New +$493K 0.28% 18