Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
12,117
+508
+4% +$11.1K 0.06% 256
2025
Q1
$227K Buy
11,609
+707
+6% +$13.9K 0.05% 271
2024
Q4
$171K Sell
10,902
-741
-6% -$11.6K 0.04% 319
2024
Q3
$211K Buy
11,643
+263
+2% +$4.78K 0.06% 288
2024
Q2
$195K Buy
11,380
+489
+4% +$8.38K 0.05% 290
2024
Q1
$180K Buy
10,891
+334
+3% +$5.51K 0.05% 292
2023
Q4
$159K Buy
+10,557
New +$159K 0.05% 280