Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
12,712
+390
+3% +$9.95K 0.06% 215
2025
Q1
$282K Buy
12,322
+4,057
+49% +$92.8K 0.06% 203
2024
Q4
$274K Sell
8,265
-164
-2% -$5.45K 0.06% 218
2024
Q3
$303K Buy
8,429
+1,205
+17% +$43.4K 0.07% 204
2024
Q2
$275K Buy
+7,224
New +$275K 0.07% 212