Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$354K Buy
895
+65
+8% +$25.7K 0.07% 192
2025
Q1
$309K Buy
830
+15
+2% +$5.58K 0.05% 196
2024
Q4
$293K Buy
815
+68
+9% +$24.5K 0.06% 184
2024
Q3
$270K Buy
747
+43
+6% +$15.5K 0.06% 183
2024
Q2
$240K Buy
704
+36
+5% +$12.2K 0.06% 174
2024
Q1
$239K Sell
668
-2
-0.3% -$716 0.07% 166
2023
Q4
$201K Buy
+670
New +$201K 0.06% 176