Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
2,827
+26
+0.9% +$2.1K 0.03% 203
2025
Q1
$228K Buy
2,801
+51
+2% +$4.15K 0.04% 197
2024
Q4
$201K Buy
+2,750
New +$201K 0.04% 225