Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
11,367
+1
+0% +$24 0.12% 37
2025
Q1
$288K Buy
11,366
+1
+0% +$25 0.13% 32
2024
Q4
$302K Buy
11,365
+263
+2% +$6.98K 0.15% 30
2024
Q3
$321K Hold
11,102
0.16% 30
2024
Q2
$311K Buy
11,102
+28
+0.3% +$783 0.17% 30
2024
Q1
$307K Buy
11,074
+272
+3% +$7.55K 0.17% 30
2023
Q4
$311K Buy
10,802
+464
+4% +$13.4K 0.2% 26
2023
Q3
$343K Buy
+10,338
New +$343K 0.27% 25