Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
2,407
+33
+1% +$5.34K 0.04% 163
2025
Q1
$254K Hold
2,374
0.03% 198
2024
Q4
$293K Hold
2,374
0.03% 178
2024
Q3
$340K Buy
2,374
+707
+42% +$101K 0.04% 152
2024
Q2
$273K Buy
+1,667
New +$273K 0.03% 167