Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
1,891
+216
+13% +$45.2K 0.03% 293
2025
Q1
$304K Buy
1,675
+97
+6% +$17.6K 0.03% 322
2024
Q4
$299K Buy
1,578
+1
+0.1% +$190 0.03% 294
2024
Q3
$287K Buy
1,577
+10
+0.6% +$1.82K 0.03% 305
2024
Q2
$248K Buy
1,567
+1
+0.1% +$158 0.03% 308
2024
Q1
$228K Sell
1,566
-32
-2% -$4.66K 0.02% 332
2023
Q4
$203K Buy
+1,598
New +$203K 0.02% 336