Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
7,518
+109
+1% +$4.73K 0.01% 269
2025
Q1
$341K Buy
7,409
+430
+6% +$19.8K 0.01% 234
2024
Q4
$263K Buy
+6,979
New +$263K ﹤0.01% 268