Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
3,460
+12
+0.3% +$861 0.08% 115
2025
Q1
$233K Buy
3,448
+13
+0.4% +$880 0.08% 109
2024
Q4
$210K Buy
+3,435
New +$210K 0.08% 115