Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
2,259
+119
+6% +$12.2K 0.06% 103
2025
Q1
$241K Buy
2,140
+15
+0.7% +$1.69K 0.07% 86
2024
Q4
$220K Buy
+2,125
New +$220K 0.07% 88