Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
1,266
+15
+1% +$1.22K 0.02% 169
2025
Q1
$124K Buy
1,251
+6
+0.5% +$595 0.03% 137
2024
Q4
$125K Buy
1,245
+7
+0.6% +$703 0.03% 144
2024
Q3
$113K Buy
1,238
+7
+0.6% +$638 0.03% 150
2024
Q2
$100K Buy
1,231
+8
+0.7% +$652 0.03% 154
2024
Q1
$98.1K Buy
1,223
+9
+0.7% +$722 0.03% 160
2023
Q4
$85.3K Buy
+1,214
New +$85.3K 0.02% 211