Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Buy
770
+8
+1% +$1.48K 0.1% 89
2025
Q1
$160K Buy
762
+6
+0.8% +$1.26K 0.12% 92
2024
Q4
$139K Buy
+756
New +$139K 0.11% 87