Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Buy
2,588
+12
+0.5% +$1.38K 0.06% 258
2025
Q1
$213K Buy
2,576
+47
+2% +$3.89K 0.05% 277
2024
Q4
$272K Buy
+2,529
New +$272K 0.06% 247