Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Buy
17,544
+1,470
+9% +$12.5K 0.13% 122
2025
Q1
$131K Hold
16,074
0.14% 103
2024
Q4
$111K Buy
+16,074
New +$111K 0.11% 102