Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
978
+25
+3% +$6.98K 0.23% 68
2025
Q1
$297K Hold
953
0.28% 61
2024
Q4
$248K Buy
+953
New +$248K 0.22% 72