Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
2,881
+5
+0.2% +$408 0.18% 122
2025
Q1
$289K Hold
2,876
0.19% 117
2024
Q4
$289K Buy
+2,876
New +$289K 0.19% 117