Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
3,097
+29
+0.9% +$2.3K 0.05% 193
2025
Q1
$275K Buy
3,068
+309
+11% +$27.7K 0.06% 175
2024
Q4
$274K Buy
2,759
+704
+34% +$70K 0.07% 164
2024
Q3
$233K Buy
2,055
+390
+23% +$44.3K 0.07% 152
2024
Q2
$206K Hold
1,665
0.07% 140
2024
Q1
$220K Buy
+1,665
New +$220K 0.08% 140