Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Buy
1,508
+102
+7% +$30.1K 0.1% 80
2025
Q1
$350K Hold
1,406
0.09% 88
2024
Q4
$309K Hold
1,406
0.08% 87
2024
Q3
$311K Hold
1,406
0.08% 90
2024
Q2
$243K Buy
1,406
+73
+5% +$12.6K 0.07% 94
2024
Q1
$255K Buy
+1,333
New +$255K 0.08% 94