Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
2,074
+65
+3% +$8.58K 0.19% 73
2025
Q1
$301K Hold
2,009
0.25% 58
2024
Q4
$305K Hold
2,009
0.22% 57
2024
Q3
$342K Sell
2,009
-66
-3% -$11.2K 0.25% 58
2024
Q2
$342K Buy
2,075
+66
+3% +$10.9K 0.27% 58
2024
Q1
$352K Buy
2,009
+255
+15% +$44.6K 0.3% 58
2023
Q4
$298K Buy
+1,754
New +$298K 0.27% 68