Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Buy
1,856
+6
+0.3% +$490 0.09% 224
2025
Q1
$184K Buy
1,850
+27
+1% +$2.68K 0.12% 166
2024
Q4
$183K Hold
1,823
0.11% 171
2024
Q3
$166K Hold
1,823
0.11% 195
2024
Q2
$149K Buy
+1,823
New +$149K 0.09% 199