Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
3,252
+1
+0% +$152 0.68% 52
2025
Q1
$477K Hold
3,251
0.7% 51
2024
Q4
$420K Buy
+3,251
New +$420K 0.62% 59