Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Buy
11,687
+162
+1% +$1.7K 0.1% 122
2025
Q1
$143K Buy
11,525
+196
+2% +$2.43K 0.12% 120
2024
Q4
$146K Buy
+11,329
New +$146K 0.12% 121