Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$137K Buy
237
+10
+4% +$5.77K 0.08% 239
2025
Q1
$128K Buy
227
+3
+1% +$1.7K 0.08% 244
2024
Q4
$134K Hold
224
0.08% 237
2024
Q3
$131K Hold
224
0.08% 242
2024
Q2
$108K Buy
+224
New +$108K 0.06% 268