Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
3,728
+3
+0.1% +$211 0.07% 188
2025
Q1
$273K Buy
3,725
+6
+0.2% +$440 0.09% 173
2024
Q4
$245K Hold
3,719
0.08% 192
2024
Q3
$245K Buy
3,719
+3
+0.1% +$198 0.08% 193
2024
Q2
$268K Buy
3,716
+2
+0.1% +$144 0.09% 179
2024
Q1
$249K Buy
3,714
+5
+0.1% +$335 0.09% 190
2023
Q4
$244K Buy
+3,709
New +$244K 0.1% 178