Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Buy
949
+13
+1% +$4.62K 0.18% 116
2025
Q1
$328K Hold
936
0.21% 99
2024
Q4
$296K Buy
+936
New +$296K 0.2% 121