Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
558
+2
+0.4% +$939 0.06% 159
2025
Q1
$259K Buy
556
+29
+6% +$13.5K 0.07% 158
2024
Q4
$221K Buy
527
+27
+5% +$11.3K 0.06% 169
2024
Q3
$239K Buy
500
+12
+2% +$5.73K 0.06% 158
2024
Q2
$214K Buy
488
+4
+0.8% +$1.76K 0.06% 161
2024
Q1
$225K Sell
484
-8
-2% -$3.72K 0.07% 186
2023
Q4
$202K Buy
+492
New +$202K 0.07% 193