Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
6,995
+375
+6% +$14.4K 0.16% 126
2025
Q1
$256K Buy
6,620
+30
+0.5% +$1.16K 0.16% 124
2024
Q4
$223K Buy
6,590
+485
+8% +$16.4K 0.14% 156
2024
Q3
$250K Hold
6,105
0.15% 137
2024
Q2
$235K Hold
6,105
0.15% 134
2024
Q1
$262K Sell
6,105
-160
-3% -$6.86K 0.16% 121
2023
Q4
$232K Buy
+6,265
New +$232K 0.14% 133