Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Buy
3,328
+17
+0.5% +$1.21K 0.07% 106
2025
Q1
$210K Buy
3,311
+13
+0.4% +$825 0.07% 105
2024
Q4
$250K Buy
+3,298
New +$250K 0.08% 101