Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Buy
942
+224
+31% +$36.2K ﹤0.01% 1240
2025
Q1
$76.7K Buy
718
+8
+1% +$854 ﹤0.01% 1454
2024
Q4
$87.6K Buy
+710
New +$87.6K ﹤0.01% 1425