Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$699K Buy
13,567
+59
+0.4% +$3.04K 0.46% 19
2025
Q1
$723K Buy
13,508
+46
+0.3% +$2.46K 0.5% 18
2024
Q4
$644K Hold
13,462
0.48% 18
2024
Q3
$599K Buy
13,462
+357
+3% +$15.9K 0.46% 22
2024
Q2
$560K Hold
13,105
0.47% 20
2024
Q1
$555K Hold
13,105
0.47% 20
2023
Q4
$529K Buy
+13,105
New +$529K 0.47% 18