Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
2,535
+131
+5% +$14K 0.09% 132
2025
Q1
$211K Buy
2,404
+10
+0.4% +$878 0.08% 145
2024
Q4
$278K Sell
2,394
-38
-2% -$4.41K 0.1% 105
2024
Q3
$287K Buy
2,432
+19
+0.8% +$2.24K 0.1% 103
2024
Q2
$312K Buy
2,413
+6
+0.2% +$775 0.13% 78
2024
Q1
$261K Buy
2,407
+8
+0.3% +$868 0.12% 84
2023
Q4
$211K Buy
+2,399
New +$211K 0.1% 102