Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
1,002
+1
+0.1% +$328 0.19% 80
2025
Q1
$314K Buy
1,001
+1
+0.1% +$313 0.2% 85
2024
Q4
$349K Sell
1,000
-9
-0.9% -$3.14K 0.22% 75
2024
Q3
$327K Buy
1,009
+11
+1% +$3.56K 0.22% 76
2024
Q2
$276K Buy
+998
New +$276K 0.19% 75