Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$507K Buy
11,717
+537
+5% +$23.2K 0.23% 78
2025
Q1
$507K Buy
11,180
+1,264
+13% +$57.3K 0.31% 50
2024
Q4
$397K Buy
9,916
+82
+0.8% +$3.28K 0.25% 66
2024
Q3
$442K Sell
9,834
-75
-0.8% -$3.37K 0.29% 56
2024
Q2
$409K Buy
9,909
+794
+9% +$32.7K 0.29% 55
2024
Q1
$382K Buy
9,115
+278
+3% +$11.7K 0.29% 55
2023
Q4
$333K Buy
+8,837
New +$333K 0.28% 62