Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
2,917
+6
+0.2% +$587 0.09% 69
2025
Q1
$256K Buy
2,911
+112
+4% +$9.83K 0.09% 58
2024
Q4
$253K Sell
2,799
-244
-8% -$22K 0.1% 50
2024
Q3
$246K Buy
3,043
+294
+11% +$23.7K 0.09% 57
2024
Q2
$186K Buy
+2,749
New +$186K 0.07% 61