Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Hold
1,180
0.12% 26
2025
Q1
$225K Hold
1,180
0.12% 29
2024
Q4
$259K Sell
1,180
-100
-8% -$21.9K 0.13% 31
2024
Q3
$239K Buy
1,280
+100
+8% +$18.6K 0.12% 32
2024
Q2
$228K Buy
1,180
+59
+5% +$11.4K 0.13% 29
2024
Q1
$202K Buy
+1,121
New +$202K 0.12% 34