Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$589K Buy
5,234
+16
+0.3% +$1.8K 0.26% 22
2025
Q1
$586K Buy
5,218
+17
+0.3% +$1.91K 0.28% 23
2024
Q4
$581K Sell
5,201
-189
-4% -$21.1K 0.28% 18
2024
Q3
$751K Buy
5,390
+16
+0.3% +$2.23K 0.43% 16
2024
Q2
$632K Buy
5,374
+16
+0.3% +$1.88K 0.4% 17
2024
Q1
$699K Buy
5,358
+15
+0.3% +$1.96K 0.46% 15
2023
Q4
$664K Buy
5,343
+18
+0.3% +$2.24K 0.49% 14
2023
Q3
$562K Hold
5,325
0.49% 14
2023
Q2
$599K Hold
5,325
0.51% 14
2023
Q1
$572K Hold
5,325
0.49% 15
2022
Q4
$591K Buy
+5,325
New +$591K 0.53% 15