Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Hold
308
0.33% 82
2025
Q1
$287K Buy
308
+15
+5% +$14K 0.23% 97
2024
Q4
$261K Hold
293
0.21% 95
2024
Q3
$208K Buy
+293
New +$208K 0.17% 112