Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
2,371
+161
+7% +$19.5K 0.09% 127
2025
Q1
$246K Sell
2,210
-88
-4% -$9.81K 0.09% 119
2024
Q4
$224K Buy
2,298
+40
+2% +$3.89K 0.08% 129
2024
Q3
$233K Buy
2,258
+257
+13% +$26.6K 0.08% 126
2024
Q2
$215K Buy
2,001
+5
+0.3% +$538 0.09% 118
2024
Q1
$204K Buy
+1,996
New +$204K 0.09% 114