Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$474K Buy
3,483
+297
+9% +$40.4K 0.16% 95
2025
Q1
$423K Hold
3,186
0.16% 95
2024
Q4
$360K Buy
+3,186
New +$360K 0.14% 98