Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Buy
2,724
+12
+0.4% +$1.48K 0.11% 68
2025
Q1
$344K Buy
2,712
+12
+0.4% +$1.52K 0.13% 64
2024
Q4
$348K Buy
2,700
+13
+0.5% +$1.68K 0.12% 68
2024
Q3
$305K Buy
2,687
+14
+0.5% +$1.59K 0.11% 60
2024
Q2
$277K Buy
2,673
+14
+0.5% +$1.45K 0.1% 57
2024
Q1
$290K Buy
2,659
+12
+0.5% +$1.31K 0.12% 53
2023
Q4
$297K Buy
2,647
+14
+0.5% +$1.57K 0.13% 51
2023
Q3
$246K Buy
2,633
+12
+0.5% +$1.12K 0.12% 48
2023
Q2
$296K Buy
2,621
+13
+0.5% +$1.47K 0.14% 41
2023
Q1
$289K Buy
+2,608
New +$289K 0.16% 37