Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Buy
1,448
+83
+6% +$23.2K 0.28% 50
2025
Q1
$425K Buy
1,365
+163
+14% +$50.8K 0.35% 49
2024
Q4
$313K Sell
1,202
-7
-0.6% -$1.82K 0.23% 55
2024
Q3
$390K Hold
1,209
0.29% 52
2024
Q2
$378K Buy
1,209
+21
+2% +$6.56K 0.3% 52
2024
Q1
$338K Hold
1,188
0.28% 59
2023
Q4
$342K Buy
+1,188
New +$342K 0.31% 58