Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$799K Buy
7,749
+28
+0.4% +$2.89K 0.09% 110
2025
Q1
$715K Buy
7,721
+21
+0.3% +$1.94K 0.09% 118
2024
Q4
$720K Hold
7,700
0.09% 120
2024
Q3
$754K Buy
+7,700
New +$754K 0.09% 113