Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Buy
4,265
+26
+0.6% +$888 ﹤0.01% 681
2025
Q1
$131K Buy
4,239
+77
+2% +$2.38K ﹤0.01% 661
2024
Q4
$132K Buy
+4,162
New +$132K ﹤0.01% 672