Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
3,202
+213
+7% +$17.2K 0.2% 83
2025
Q1
$243K Hold
2,989
0.2% 82
2024
Q4
$218K Hold
2,989
0.18% 87
2024
Q3
$178K Buy
2,989
+155
+5% +$9.21K 0.14% 95
2024
Q2
$145K Buy
+2,834
New +$145K 0.12% 98