Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Buy
795
+22
+3% +$6.99K 0.11% 80
2025
Q1
$200K Buy
773
+64
+9% +$16.6K 0.09% 91
2024
Q4
$286K Buy
+709
New +$286K 0.12% 75