Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
788
+9
+1% +$2.61K 0.04% 293
2025
Q1
$225K Buy
779
+8
+1% +$2.31K 0.05% 270
2024
Q4
$213K Buy
771
+59
+8% +$16.3K 0.05% 283
2024
Q3
$209K Buy
+712
New +$209K 0.05% 247