Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
5,862
+49
+0.8% +$3.64K 0.01% 264
2025
Q1
$239K Buy
5,813
+100
+2% +$4.12K ﹤0.01% 327
2024
Q4
$294K Hold
5,713
0.01% 299
2024
Q3
$273K Hold
5,713
0.01% 331
2024
Q2
$281K Buy
5,713
+473
+9% +$23.3K 0.01% 296
2024
Q1
$227K Buy
+5,240
New +$227K 0.01% 337