Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Hold
4,760
0.11% 158
2025
Q1
$273K Buy
4,760
+40
+0.8% +$2.3K 0.11% 156
2024
Q4
$233K Buy
4,720
+2
+0% +$99 0.09% 166
2024
Q3
$213K Buy
4,718
+95
+2% +$4.29K 0.09% 181
2024
Q2
$201K Buy
+4,623
New +$201K 0.09% 175