Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$535K Buy
3,516
+64
+2% +$9.74K 0.05% 171
2025
Q1
$507K Buy
3,452
+51
+1% +$7.49K 0.05% 163
2024
Q4
$439K Buy
3,401
+24
+0.7% +$3.1K 0.04% 154
2024
Q3
$447K Buy
3,377
+1,030
+44% +$136K 0.04% 165
2024
Q2
$240K Sell
2,347
-403
-15% -$41.2K 0.03% 215
2024
Q1
$244K Buy
+2,750
New +$244K 0.06% 123