Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Buy
1,376
+1
+0.1% +$327 0.36% 59
2025
Q1
$431K Hold
1,375
0.39% 54
2024
Q4
$479K Buy
+1,375
New +$479K 0.44% 52