Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
11,147
+2
+0% +$58 0.22% 44
2025
Q1
$315K Buy
11,145
+200
+2% +$5.66K 0.23% 44
2024
Q4
$249K Buy
+10,945
New +$249K 0.19% 49