Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Buy
526
+3
+0.6% +$2.81K 0.16% 95
2025
Q1
$354K Buy
523
+24
+5% +$16.2K 0.16% 104
2024
Q4
$314K Buy
499
+52
+12% +$32.8K 0.13% 105
2024
Q3
$346K Buy
447
+5
+1% +$3.87K 0.16% 95
2024
Q2
$364K Buy
442
+5
+1% +$4.12K 0.18% 91
2024
Q1
$305K Sell
437
-18
-4% -$12.6K 0.17% 103
2023
Q4
$264K Buy
+455
New +$264K 0.17% 101