Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
3,192
+12
+0.4% +$852 0.18% 115
2025
Q1
$202K Buy
3,180
+122
+4% +$7.75K 0.16% 121
2024
Q4
$231K Buy
+3,058
New +$231K 0.19% 120