Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Buy
9,665
+125
+1% +$3.74K 0.03% 257
2025
Q1
$322K Buy
9,540
+30
+0.3% +$1.01K 0.04% 229
2024
Q4
$281K Buy
9,510
+129
+1% +$3.81K 0.03% 257
2024
Q3
$294K Sell
9,381
-64
-0.7% -$2.01K 0.04% 226
2024
Q2
$341K Buy
+9,445
New +$341K 0.05% 202