Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Buy
3,094
+5
+0.2% +$680 0.13% 86
2025
Q1
$410K Buy
3,089
+6
+0.2% +$796 0.14% 82
2024
Q4
$349K Buy
+3,083
New +$349K 0.12% 84