Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Buy
2,175
+3
+0.1% +$505 0.03% 168
2025
Q1
$362K Hold
2,172
0.03% 161
2024
Q4
$359K Hold
2,172
0.03% 163
2024
Q3
$290K Hold
2,172
0.03% 195
2024
Q2
$273K Buy
+2,172
New +$273K 0.03% 196