Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Buy
130
+2
+2% +$1.97K 0.13% 54
2025
Q1
$122K Buy
128
+11
+9% +$10.5K 0.13% 47
2024
Q4
$107K Buy
+117
New +$107K 0.19% 43