Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
9,232
+2,236
+32% +$64.7K 0.21% 66
2025
Q1
$198K Hold
6,996
0.18% 71
2024
Q4
$159K Buy
+6,996
New +$159K 0.15% 77