Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
729
+10
+1% +$3.55K 0.2% 49
2025
Q1
$247K Buy
719
+24
+3% +$8.23K 0.17% 49
2024
Q4
$219K Buy
+695
New +$219K 0.13% 54