Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$455K Buy
3,931
+30
+0.8% +$3.47K 0.15% 102
2025
Q1
$391K Buy
3,901
+1
+0% +$100 0.15% 104
2024
Q4
$439K Buy
+3,900
New +$439K 0.17% 81