Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
1,459
+81
+6% +$18.1K 0.08% 102
2025
Q1
$283K Buy
1,378
+22
+2% +$4.52K 0.08% 103
2024
Q4
$248K Buy
1,356
+20
+1% +$3.65K 0.07% 115
2024
Q3
$275K Hold
1,336
0.08% 110
2024
Q2
$234K Hold
1,336
0.06% 108
2024
Q1
$229K Hold
1,336
0.05% 109
2023
Q4
$201K Buy
+1,336
New +$201K 0.05% 117