Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Buy
1,458
+21
+1% +$3.78K 0.14% 89
2025
Q1
$263K Hold
1,437
0.15% 81
2024
Q4
$297K Hold
1,437
0.2% 69
2024
Q3
$236K Hold
1,437
0.15% 81
2024
Q2
$201K Buy
+1,437
New +$201K 0.14% 87