Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$514K Buy
5,200
+115
+2% +$11.4K 0.16% 70
2025
Q1
$334K Buy
5,085
+100
+2% +$6.56K 0.12% 86
2024
Q4
$346K Sell
4,985
-64
-1% -$4.44K 0.13% 74
2024
Q3
$366K Buy
5,049
+272
+6% +$19.7K 0.13% 73
2024
Q2
$317K Buy
4,777
+43
+0.9% +$2.85K 0.13% 76
2024
Q1
$302K Buy
4,734
+18
+0.4% +$1.15K 0.14% 76
2023
Q4
$244K Buy
+4,716
New +$244K 0.12% 86