Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
707
+32
+5% +$12.4K 0.07% 134
2025
Q1
$259K Buy
675
+87
+15% +$33.4K 0.07% 143
2024
Q4
$261K Buy
588
+83
+16% +$36.9K 0.07% 131
2024
Q3
$261K Buy
+505
New +$261K 0.07% 130