Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
1,671
+13
+0.8% +$3.17K 0.27% 64
2025
Q1
$241K Buy
1,658
+60
+4% +$8.73K 0.18% 77
2024
Q4
$274K Buy
1,598
+25
+2% +$4.29K 0.2% 73
2024
Q3
$268K Buy
1,573
+10
+0.6% +$1.7K 0.22% 70
2024
Q2
$218K Sell
1,563
-49
-3% -$6.83K 0.19% 78
2024
Q1
$202K Buy
+1,612
New +$202K 0.2% 79