Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Buy
1,308
+47
+4% +$14.9K 0.15% 50
2025
Q1
$326K Buy
1,261
+157
+14% +$40.6K 0.13% 49
2024
Q4
$362K Hold
1,104
0.15% 50
2024
Q3
$287K Hold
1,104
0.12% 52
2024
Q2
$218K Buy
+1,104
New +$218K 0.11% 53