Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Buy
1,236
+5
+0.4% +$1.4K 0.11% 98
2025
Q1
$383K Buy
1,231
+4
+0.3% +$1.25K 0.13% 87
2024
Q4
$320K Buy
+1,227
New +$320K 0.11% 90