Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
2,777
+10
+0.4% +$860 0.01% 196
2025
Q1
$231K Buy
2,767
+9
+0.3% +$752 0.01% 198
2024
Q4
$232K Buy
2,758
+8
+0.3% +$674 0.01% 194
2024
Q3
$241K Buy
2,750
+9
+0.3% +$788 0.01% 191
2024
Q2
$217K Buy
2,741
+8
+0.3% +$634 0.01% 192
2024
Q1
$255K Buy
2,733
+8
+0.3% +$748 0.01% 175
2023
Q4
$236K Buy
2,725
+9
+0.3% +$781 0.01% 172
2023
Q3
$198K Buy
2,716
+8
+0.3% +$583 0.01% 181
2023
Q2
$234K Buy
2,708
+8
+0.3% +$691 0.01% 174
2023
Q1
$197K Hold
2,700
0.01% 185
2022
Q4
$182K Buy
+2,700
New +$182K 0.01% 180