Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Buy
2,919
+10
+0.3% +$961 0.02% 764
2025
Q1
$292K Buy
2,909
+83
+3% +$8.33K 0.02% 721
2024
Q4
$252K Buy
+2,826
New +$252K 0.02% 790