Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Buy
570
+1
+0.2% +$896 0.39% 48
2025
Q1
$386K Buy
569
+2
+0.4% +$1.36K 0.37% 50
2024
Q4
$357K Buy
+567
New +$357K 0.33% 53