Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
938
+23
+3% +$5.21K 0.12% 65
2025
Q1
$152K Buy
915
+24
+3% +$3.98K 0.09% 73
2024
Q4
$176K Buy
891
+56
+7% +$11.1K 0.11% 67
2024
Q3
$145K Buy
835
+197
+31% +$34.2K 0.09% 77
2024
Q2
$111K Hold
638
0.08% 83
2024
Q1
$86.8K Hold
638
0.06% 102
2023
Q4
$66.4K Buy
+638
New +$66.4K 0.05% 114