Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
4,217
+91
+2% +$8.42K 0.04% 306
2025
Q1
$280K Buy
4,126
+16
+0.4% +$1.09K 0.03% 331
2024
Q4
$276K Buy
4,110
+364
+10% +$24.5K 0.03% 350
2024
Q3
$239K Buy
3,746
+30
+0.8% +$1.91K 0.03% 358
2024
Q2
$205K Buy
+3,716
New +$205K 0.03% 357