Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Buy
658
+4
+0.6% +$852 ﹤0.01% 700
2025
Q1
$100K Hold
654
﹤0.01% 748
2024
Q4
$140K Buy
+654
New +$140K ﹤0.01% 648