Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$638K Buy
58,775
+555
+1% +$6.02K 0.29% 80
2025
Q1
$584K Buy
58,220
+561
+1% +$5.63K 0.28% 89
2024
Q4
$571K Buy
57,659
+6,870
+14% +$68K 0.28% 87
2024
Q3
$536K Buy
50,789
+274
+0.5% +$2.89K 0.28% 94
2024
Q2
$633K Sell
50,515
-754
-1% -$9.46K 0.37% 71
2024
Q1
$681K Sell
51,269
-1,014
-2% -$13.5K 0.45% 56
2023
Q4
$637K Buy
+52,283
New +$637K 0.45% 56