Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
1,709
+44
+3% +$7K 0.18% 143
2025
Q1
$239K Buy
1,665
+20
+1% +$2.88K 0.19% 143
2024
Q4
$258K Buy
+1,645
New +$258K 0.22% 136