Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Buy
1,587
+70
+5% +$15.3K 0.13% 47
2025
Q1
$212K Buy
1,517
+28
+2% +$3.92K 0.09% 57
2024
Q4
$248K Buy
1,489
+18
+1% +$3K 0.11% 48
2024
Q3
$251K Buy
1,471
+24
+2% +$4.09K 0.11% 47
2024
Q2
$204K Buy
+1,447
New +$204K 0.1% 52
2023
Q3
Sell
-10
Closed -$1.18K 391
2023
Q2
$1.18K Hold
10
﹤0.01% 255
2023
Q1
$968 Buy
+10
New +$968 ﹤0.01% 237