Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
5,668
+34
+0.6% +$1.82K 0.01% 568
2025
Q1
$277K Buy
5,634
+109
+2% +$5.35K 0.01% 543
2024
Q4
$256K Sell
5,525
-30
-0.5% -$1.39K 0.01% 586
2024
Q3
$256K Buy
5,555
+507
+10% +$23.3K 0.01% 559
2024
Q2
$234K Buy
+5,048
New +$234K 0.01% 568