Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Buy
3,309
+5
+0.2% +$369 0.02% 439
2025
Q1
$258K Buy
3,304
+4
+0.1% +$313 0.02% 406
2024
Q4
$388K Buy
3,300
+100
+3% +$11.8K 0.04% 320
2024
Q3
$345K Buy
3,200
+300
+10% +$32.4K 0.03% 337
2024
Q2
$253K Buy
2,900
+300
+12% +$26.2K 0.03% 380
2024
Q1
$229K Buy
+2,600
New +$229K 0.02% 384