Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Hold
2,604
0.16% 67
2025
Q1
$278K Buy
2,604
+200
+8% +$21.4K 0.14% 74
2024
Q4
$297K Hold
2,404
0.12% 87
2024
Q3
$344K Hold
2,404
0.15% 77
2024
Q2
$393K Buy
2,404
+200
+9% +$32.7K 0.2% 56
2024
Q1
$275K Buy
+2,204
New +$275K 0.14% 75