Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
3,270
+7
+0.2% +$571 0.08% 158
2025
Q1
$324K Buy
3,263
+490
+18% +$48.6K 0.12% 130
2024
Q4
$278K Buy
2,773
+105
+4% +$10.5K 0.1% 145
2024
Q3
$243K Hold
2,668
0.09% 152
2024
Q2
$218K Hold
2,668
0.08% 162
2024
Q1
$214K Buy
+2,668
New +$214K 0.09% 159