Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
3,117
+25
+0.8% +$1.98K 0.08% 70
2025
Q1
$278K Buy
3,092
+48
+2% +$4.31K 0.09% 53
2024
Q4
$303K Buy
+3,044
New +$303K 0.1% 49