Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Buy
306
+9
+3% +$8.91K 0.09% 88
2025
Q1
$281K Buy
297
+10
+3% +$9.46K 0.09% 86
2024
Q4
$263K Buy
287
+12
+4% +$11K 0.08% 85
2024
Q3
$244K Hold
275
0.06% 86
2024
Q2
$233K Hold
275
0.06% 90
2024
Q1
$202K Buy
+275
New +$202K 0.04% 99