Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
783
+40
+5% +$11.6K 0.18% 119
2025
Q1
$224K Hold
743
0.17% 124
2024
Q4
$205K Hold
743
0.15% 133
2024
Q3
$214K Buy
+743
New +$214K 0.16% 136