Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Buy
901
+10
+1% +$3.55K 0.26% 72
2025
Q1
$312K Buy
891
+9
+1% +$3.16K 0.3% 72
2024
Q4
$279K Buy
+882
New +$279K 0.28% 70