Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
1,373
+42
+3% +$7.94K 0.15% 117
2025
Q1
$312K Buy
1,331
+173
+15% +$40.6K 0.19% 107
2024
Q4
$456K Hold
1,158
0.29% 84
2024
Q3
$387K Hold
1,158
0.25% 95
2024
Q2
$283K Buy
+1,158
New +$283K 0.21% 108