Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$460K Buy
2,911
+66
+2% +$10.4K 0.19% 73
2025
Q1
$308K Hold
2,845
0.14% 94
2024
Q4
$382K Hold
2,845
0.16% 85
2024
Q3
$345K Buy
2,845
+245
+9% +$29.7K 0.15% 92
2024
Q2
$321K Hold
2,600
0.16% 92
2024
Q1
$235K Buy
+2,600
New +$235K 0.12% 102