Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
1,643
+21
+1% +$4.61K 0.33% 10
2025
Q1
$309K Hold
1,622
0.29% 9
2024
Q4
$356K Buy
+1,622
New +$356K 0.3% 10