Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
1,742
+54
+3% +$4.02K 0.08% 253
2025
Q1
$114K Buy
1,688
+26
+2% +$1.76K 0.07% 266
2024
Q4
$103K Hold
1,662
0.06% 281
2024
Q3
$108K Buy
1,662
+593
+55% +$38.6K 0.07% 278
2024
Q2
$57.4K Buy
+1,069
New +$57.4K 0.03% 404