Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
11,442
+27
+0.2% +$626 0.01% 622
2025
Q1
$208K Buy
11,415
+693
+6% +$12.6K 0.01% 649
2024
Q4
$167K Sell
10,722
-325
-3% -$5.05K 0.01% 677
2024
Q3
$195K Buy
11,047
+688
+7% +$12.2K 0.01% 635
2024
Q2
$189K Buy
+10,359
New +$189K 0.01% 615