Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$503K Hold
1,708
0.51% 41
2025
Q1
$425K Buy
1,708
+1
+0.1% +$249 0.38% 46
2024
Q4
$375K Buy
+1,707
New +$375K 0.32% 51