Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$751K Sell
26,717
-149
-0.6% -$4.19K 0.02% 462
2025
Q1
$969K Buy
26,866
+49
+0.2% +$1.77K 0.02% 369
2024
Q4
$1.12M Buy
26,817
+120
+0.4% +$5.03K 0.03% 343
2024
Q3
$863K Buy
26,697
+1,050
+4% +$34K 0.02% 422
2024
Q2
$996K Buy
25,647
+4,919
+24% +$191K 0.03% 329
2024
Q1
$918K Buy
20,728
+4,551
+28% +$202K 0.03% 339
2023
Q4
$859K Buy
16,177
+3,946
+32% +$210K 0.03% 331
2023
Q3
$572K Buy
+12,231
New +$572K 0.02% 419