Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
749
+1
+0.1% +$279 0.14% 36
2025
Q1
$233K Buy
748
+5
+0.7% +$1.56K 0.19% 36
2024
Q4
$194K Buy
+743
New +$194K 0.13% 40