Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
467
+77
+20% +$19.5K 0.09% 125
2025
Q1
$97K Hold
390
0.09% 125
2024
Q4
$85.7K Hold
390
0.07% 131
2024
Q3
$86.2K Hold
390
0.08% 134
2024
Q2
$72.5K Buy
+390
New +$72.5K 0.06% 138