Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Buy
1,370
+299
+28% +$81.9K 0.11% 78
2025
Q1
$374K Hold
1,071
0.13% 74
2024
Q4
$488K Buy
1,071
+2
+0.2% +$911 0.17% 68
2024
Q3
$467K Hold
1,069
0.16% 70
2024
Q2
$507K Buy
1,069
+379
+55% +$180K 0.19% 65
2024
Q1
$404K Hold
690
0.14% 72
2023
Q4
$302K Hold
690
0.12% 78
2023
Q3
$275K Hold
690
0.12% 79
2023
Q2
$236K Buy
+690
New +$236K 0.1% 82