Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$867K Buy
8,866
+336
+4% +$32.9K 0.27% 47
2025
Q1
$749K Buy
8,530
+211
+3% +$18.5K 0.28% 41
2024
Q4
$752K Buy
8,319
+13
+0.2% +$1.18K 0.28% 42
2024
Q3
$702K Buy
8,306
+429
+5% +$36.2K 0.25% 47
2024
Q2
$556K Buy
7,877
+260
+3% +$18.4K 0.23% 46
2024
Q1
$461K Buy
7,617
+1,731
+29% +$105K 0.21% 50
2023
Q4
$333K Buy
5,886
+609
+12% +$34.4K 0.16% 55
2023
Q3
$295K Buy
5,277
+645
+14% +$36.1K 0.19% 55
2023
Q2
$243K Buy
4,632
+558
+14% +$29.2K 0.17% 61
2023
Q1
$208K Buy
+4,074
New +$208K 0.15% 61