Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Buy
13,447
+8
+0.1% +$167 0.13% 83
2025
Q1
$322K Buy
13,439
+718
+6% +$17.2K 0.14% 79
2024
Q4
$272K Buy
12,721
+800
+7% +$17.1K 0.12% 82
2024
Q3
$276K Sell
11,921
-200
-2% -$4.63K 0.12% 82
2024
Q2
$220K Buy
+12,121
New +$220K 0.11% 86