Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
1,311
+100
+8% +$21.9K 0.15% 36
2025
Q1
$230K Hold
1,211
0.14% 37
2024
Q4
$266K Buy
+1,211
New +$266K 0.2% 35