Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Buy
2,511
+10
+0.4% +$1.26K 0.08% 151
2025
Q1
$342K Hold
2,501
0.1% 126
2024
Q4
$382K Buy
+2,501
New +$382K 0.16% 117