Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$959K Buy
2,687
+20
+0.7% +$7.14K 0.44% 34
2025
Q1
$725K Buy
2,667
+58
+2% +$15.8K 0.44% 34
2024
Q4
$866K Buy
2,609
+20
+0.8% +$6.64K 0.55% 31
2024
Q3
$858K Sell
2,589
-7
-0.3% -$2.32K 0.56% 30
2024
Q2
$814K Buy
2,596
+47
+2% +$14.7K 0.58% 29
2024
Q1
$797K Buy
2,549
+7
+0.3% +$2.19K 0.6% 28
2023
Q4
$612K Buy
+2,542
New +$612K 0.52% 29