Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$505K Buy
5,501
+27
+0.5% +$2.48K 0.29% 62
2025
Q1
$484K Buy
5,474
+667
+14% +$58.9K 0.27% 60
2024
Q4
$445K Hold
4,807
0.27% 61
2024
Q3
$446K Buy
+4,807
New +$446K 0.27% 55