Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
1,738
+1
+0.1% +$186 0.17% 122
2025
Q1
$364K Hold
1,737
0.23% 96
2024
Q4
$309K Buy
+1,737
New +$309K 0.21% 117