Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Buy
2,011
+2
+0.1% +$259 0.02% 274
2025
Q1
$242K Buy
2,009
+1
+0% +$120 0.02% 274
2024
Q4
$234K Buy
2,008
+1
+0% +$117 0.02% 281
2024
Q3
$302K Buy
2,007
+1
+0% +$150 0.02% 261
2024
Q2
$317K Buy
2,006
+186
+10% +$29.4K 0.03% 248
2024
Q1
$360K Hold
1,820
0.03% 244
2023
Q4
$317K Buy
1,820
+1
+0.1% +$174 0.03% 242
2023
Q3
$284K Buy
1,819
+259
+17% +$40.5K 0.03% 242
2023
Q2
$256K Buy
1,560
+135
+9% +$22.1K 0.03% 229
2023
Q1
$220K Buy
+1,425
New +$220K 0.02% 264