Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Hold
4,143
0.05% 148
2025
Q1
$384K Buy
4,143
+83
+2% +$7.68K 0.05% 161
2024
Q4
$380K Buy
4,060
+199
+5% +$18.6K 0.05% 160
2024
Q3
$378K Buy
3,861
+1,508
+64% +$148K 0.04% 151
2024
Q2
$230K Buy
2,353
+137
+6% +$13.4K 0.03% 188
2024
Q1
$273K Hold
2,216
0.03% 178
2023
Q4
$269K Buy
+2,216
New +$269K 0.04% 176