Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
1,024
+261
+34% +$57.1K 0.12% 88
2025
Q1
$107K Buy
763
+2
+0.3% +$280 0.07% 122
2024
Q4
$127K Hold
761
0.07% 116
2024
Q3
$130K Buy
761
+36
+5% +$6.13K 0.08% 112
2024
Q2
$102K Buy
+725
New +$102K 0.07% 127