Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$663K Buy
6,783
+253
+4% +$24.7K 0.48% 42
2025
Q1
$573K Buy
6,530
+1
+0% +$88 0.45% 40
2024
Q4
$590K Hold
6,529
0.46% 40
2024
Q3
$527K Buy
6,529
+2
+0% +$161 0.41% 43
2024
Q2
$442K Buy
+6,527
New +$442K 0.38% 48