Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
1,762
+20
+1% +$4.53K 0.2% 66
2025
Q1
$289K Hold
1,742
0.16% 77
2024
Q4
$344K Buy
+1,742
New +$344K 0.15% 71