Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Buy
4,270
+75
+2% +$7K 0.08% 177
2025
Q1
$306K Hold
4,195
0.07% 185
2024
Q4
$253K Buy
+4,195
New +$253K 0.05% 216