Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
3,177
+14
+0.4% +$986 0.03% 113
2025
Q1
$232K Buy
3,163
+101
+3% +$7.4K 0.04% 104
2024
Q4
$200K Buy
+3,062
New +$200K 0.05% 120