Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
7,645
+438
+6% +$26.6K 0.1% 170
2025
Q1
$426K Buy
7,207
+171
+2% +$10.1K 0.1% 158
2024
Q4
$348K Buy
7,036
+265
+4% +$13.1K 0.09% 188
2024
Q3
$306K Buy
6,771
+407
+6% +$18.4K 0.08% 209
2024
Q2
$277K Buy
6,364
+273
+4% +$11.9K 0.07% 217
2024
Q1
$249K Buy
6,091
+139
+2% +$5.68K 0.07% 237
2023
Q4
$241K Buy
5,952
+589
+11% +$23.9K 0.08% 239
2023
Q3
$212K Buy
+5,363
New +$212K 0.08% 235