Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
18,395
+2,805
+18% +$31.2K 0.1% 176
2025
Q1
$146K Hold
15,590
0.08% 185
2024
Q4
$154K Buy
+15,590
New +$154K 0.06% 200