Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$235K Buy
907
+17
+2% +$4.41K 0.18% 88
2024
Q4
$299K Buy
+890
New +$299K 0.22% 80
2024
Q2
$316K Buy
+1,060
New +$316K 0.21% 75