Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
3,543
+63
+2% +$8.15K 0.17% 112
2025
Q1
$416K Buy
3,480
+19
+0.5% +$2.27K 0.16% 112
2024
Q4
$402K Buy
3,461
+713
+26% +$82.7K 0.15% 114
2024
Q3
$371K Sell
2,748
-12
-0.4% -$1.62K 0.16% 117
2024
Q2
$374K Buy
2,760
+281
+11% +$38.1K 0.17% 114
2024
Q1
$320K Hold
2,479
0.16% 123
2023
Q4
$283K Buy
+2,479
New +$283K 0.17% 118