Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
2,341
+32
+1% +$4.47K 0.1% 135
2025
Q1
$278K Buy
2,309
+100
+5% +$12K 0.1% 132
2024
Q4
$269K Sell
2,209
-25
-1% -$3.04K 0.09% 136
2024
Q3
$336K Buy
2,234
+58
+3% +$8.72K 0.12% 121
2024
Q2
$344K Sell
2,176
-26
-1% -$4.11K 0.13% 115
2024
Q1
$436K Buy
+2,202
New +$436K 0.18% 104