Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Buy
661
+25
+4% +$7.24K 0.01% 230
2025
Q1
$192K Buy
636
+21
+3% +$6.34K 0.01% 231
2024
Q4
$170K Buy
615
+50
+9% +$13.8K 0.01% 242
2024
Q3
$163K Sell
565
-110
-16% -$31.7K 0.01% 242
2024
Q2
$172K Buy
+675
New +$172K 0.01% 234