Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Hold
1,319
0.62% 52
2025
Q1
$491K Buy
1,319
+21
+2% +$7.82K 0.59% 54
2024
Q4
$467K Buy
+1,298
New +$467K 0.65% 47