Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$521K Sell
12,404
-624
-5% -$26.2K 0.19% 36
2025
Q1
$505K Buy
13,028
+92
+0.7% +$3.57K 0.21% 36
2024
Q4
$465K Buy
12,936
+60
+0.5% +$2.16K 0.2% 35
2024
Q3
$460K Buy
12,876
+110
+0.9% +$3.93K 0.2% 36
2024
Q2
$401K Buy
12,766
+76
+0.6% +$2.39K 0.19% 34
2024
Q1
$489K Buy
12,690
+68
+0.5% +$2.62K 0.24% 31
2023
Q4
$409K Buy
12,622
+72
+0.6% +$2.33K 0.21% 34
2023
Q3
$343K Buy
12,550
+76
+0.6% +$2.08K 0.21% 31
2023
Q2
$354K Buy
12,474
+80
+0.6% +$2.27K 0.2% 33
2023
Q1
$337K Buy
+12,394
New +$337K 0.21% 29