Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
597
+23
+4% +$8.17K 0.14% 50
2025
Q1
$201K Hold
574
0.15% 49
2024
Q4
$181K Buy
+574
New +$181K 0.14% 52