Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
235
+2
+0.9% +$1.79K 0.03% 129
2025
Q1
$158K Buy
233
+27
+13% +$18.3K 0.02% 150
2024
Q4
$129K Hold
206
0.03% 161
2024
Q3
$137K Buy
+206
New +$137K 0.04% 151