Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Buy
810
+10
+1% +$3.96K 0.13% 154
2025
Q1
$298K Buy
800
+11
+1% +$4.1K 0.16% 121
2024
Q4
$285K Buy
+789
New +$285K 0.14% 131