Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$569K Buy
14,830
+294
+2% +$11.3K 0.26% 64
2025
Q1
$563K Buy
14,536
+1,763
+14% +$68.3K 0.34% 46
2024
Q4
$432K Sell
12,773
-672
-5% -$22.7K 0.28% 59
2024
Q3
$550K Buy
13,445
+126
+0.9% +$5.15K 0.36% 41
2024
Q2
$513K Buy
13,319
+163
+1% +$6.28K 0.36% 41
2024
Q1
$564K Buy
13,156
+107
+0.8% +$4.59K 0.42% 36
2023
Q4
$484K Buy
+13,049
New +$484K 0.41% 41