Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
2,349
+20
+0.9% +$2.64K 0.06% 255
2025
Q1
$342K Buy
2,329
+228
+11% +$33.5K 0.08% 215
2024
Q4
$325K Sell
2,101
-551
-21% -$85.2K 0.07% 216
2024
Q3
$457K Buy
2,652
+654
+33% +$113K 0.11% 153
2024
Q2
$327K Buy
+1,998
New +$327K 0.1% 150
2023
Q4
$305K Buy
+1,796
New +$305K 0.12% 144