Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
322
+20
+7% +$16K 0.02% 371
2025
Q1
$209K Hold
302
0.02% 379
2024
Q4
$209K Buy
302
+16
+6% +$11.1K 0.03% 275
2024
Q3
$238K Buy
286
+16
+6% +$13.3K 0.04% 240
2024
Q2
$277K Buy
270
+28
+12% +$28.7K 0.05% 211
2024
Q1
$235K Buy
+242
New +$235K 0.04% 238