Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$174K Buy
12,495
+3
+0% +$42 0.08% 78
2025
Q1
$215K Buy
12,492
+29
+0.2% +$498 0.11% 84
2024
Q4
$252K Sell
12,463
-266
-2% -$5.37K 0.12% 70
2024
Q3
$252K Buy
12,729
+315
+3% +$6.23K 0.15% 68
2024
Q2
$217K Buy
12,414
+7
+0.1% +$122 0.15% 72
2024
Q1
$208K Buy
+12,407
New +$208K 0.18% 61