Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Buy
3,010
+4
+0.1% +$327 0.13% 140
2025
Q1
$298K Buy
3,006
+3
+0.1% +$298 0.19% 106
2024
Q4
$302K Buy
+3,003
New +$302K 0.21% 118