Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Buy
2,943
+1
+0% +$152 0.27% 25
2025
Q1
$432K Buy
2,942
+1
+0% +$147 0.28% 26
2024
Q4
$380K Buy
2,941
+1
+0% +$129 0.25% 25
2024
Q3
$402K Buy
2,940
+1
+0% +$137 0.28% 25
2024
Q2
$300K Sell
2,939
-1,115
-28% -$114K 0.21% 26
2024
Q1
$360K Buy
4,054
+124
+3% +$11K 0.25% 27
2023
Q4
$359K Buy
+3,930
New +$359K 0.28% 26