Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Buy
593
+9
+2% +$5.19K 0.16% 93
2025
Q1
$330K Buy
584
+3
+0.5% +$1.7K 0.17% 89
2024
Q4
$349K Sell
581
-2
-0.3% -$1.2K 0.18% 86
2024
Q3
$340K Buy
+583
New +$340K 0.17% 86