Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
797
+22
+3% +$7.86K 0.09% 179
2025
Q1
$211K Sell
775
-9
-1% -$2.45K 0.07% 201
2024
Q4
$260K Buy
784
+9
+1% +$2.99K 0.09% 180
2024
Q3
$257K Buy
775
+11
+1% +$3.65K 0.09% 182
2024
Q2
$239K Buy
764
+11
+1% +$3.45K 0.09% 183
2024
Q1
$235K Buy
+753
New +$235K 0.09% 185