Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
298
+21
+8% +$28.1K 0.12% 78
2025
Q1
$262K Buy
277
+17
+7% +$16.1K 0.09% 96
2024
Q4
$232K Buy
+260
New +$232K 0.07% 101