Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
595
+31
+5% +$15.2K 0.09% 123
2025
Q1
$241K Buy
564
+38
+7% +$16.3K 0.09% 121
2024
Q4
$223K Buy
526
+8
+2% +$3.4K 0.08% 130
2024
Q3
$228K Buy
518
+32
+7% +$14.1K 0.08% 129
2024
Q2
$206K Buy
+486
New +$206K 0.09% 128