Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Hold
345
0.16% 45
2025
Q1
$378K Buy
345
+14
+4% +$15.4K 0.15% 44
2024
Q4
$316K Buy
331
+11
+3% +$10.5K 0.12% 52
2024
Q3
$228K Buy
320
+14
+5% +$9.98K 0.09% 62
2024
Q2
$211K Buy
+306
New +$211K 0.09% 61