Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
1,357
+14
+1% +$3K 0.03% 305
2025
Q1
$271K Buy
1,343
+183
+16% +$36.9K 0.03% 293
2024
Q4
$243K Buy
1,160
+161
+16% +$33.7K 0.03% 308
2024
Q3
$262K Buy
999
+99
+11% +$26K 0.03% 290
2024
Q2
$209K Sell
900
-21
-2% -$4.87K 0.02% 322
2024
Q1
$253K Buy
+921
New +$253K 0.02% 269