Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
2,169
+36
+2% +$8.15K 0.26% 52
2025
Q1
$354K Hold
2,133
0.21% 68
2024
Q4
$421K Buy
+2,133
New +$421K 0.24% 57