Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
28,314
+77
+0.3% +$702 0.01% 631
2025
Q1
$225K Buy
28,237
+99
+0.4% +$788 0.01% 608
2024
Q4
$351K Buy
28,138
+81
+0.3% +$1.01K 0.02% 491
2024
Q3
$294K Sell
28,057
-1,337
-5% -$14K 0.02% 511
2024
Q2
$476K Buy
29,394
+1,894
+7% +$30.6K 0.03% 357
2024
Q1
$309K Hold
27,500
0.02% 450
2023
Q4
$476K Hold
27,500
0.04% 323
2023
Q3
$237K Hold
27,500
0.02% 435
2023
Q2
$362K Buy
+27,500
New +$362K 0.04% 333