Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Hold
805
0.19% 66
2025
Q1
$309K Buy
805
+126
+19% +$48.3K 0.21% 57
2024
Q4
$302K Buy
679
+20
+3% +$8.89K 0.2% 69
2024
Q3
$341K Buy
659
+8
+1% +$4.14K 0.24% 57
2024
Q2
$362K Hold
651
0.28% 49
2024
Q1
$328K Buy
+651
New +$328K 0.25% 53