Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Buy
2,953
+16
+0.5% +$1.29K 0.11% 134
2025
Q1
$239K Buy
2,937
+16
+0.5% +$1.3K 0.13% 124
2024
Q4
$213K Buy
+2,921
New +$213K 0.11% 133