Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Buy
361
+2
+0.6% +$590 0.06% 55
2025
Q1
$89.3K Buy
359
+2
+0.6% +$498 0.06% 57
2024
Q4
$78.4K Buy
357
+3
+0.8% +$659 0.05% 67
2024
Q3
$78.3K Buy
354
+3
+0.9% +$664 0.05% 60
2024
Q2
$60.8K Buy
351
+3
+0.9% +$519 0.04% 69
2024
Q1
$66.5K Buy
348
+53
+18% +$10.1K 0.05% 72
2023
Q4
$48.3K Buy
+295
New +$48.3K 0.04% 81