Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$599K Buy
6,424
+63
+1% +$5.88K 0.2% 119
2025
Q1
$463K Buy
6,361
+288
+5% +$21K 0.17% 143
2024
Q4
$366K Buy
+6,073
New +$366K 0.13% 180