Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$665K Buy
2,296
+8
+0.3% +$2.32K 0.45% 41
2025
Q1
$691K Buy
2,288
+7
+0.3% +$2.11K 0.5% 39
2024
Q4
$630K Hold
2,281
0.45% 38
2024
Q3
$642K Buy
2,281
+15
+0.7% +$4.22K 0.45% 38
2024
Q2
$578K Buy
2,266
+8
+0.4% +$2.04K 0.45% 38
2024
Q1
$585K Sell
2,258
-32
-1% -$8.29K 0.48% 37
2023
Q4
$486K Buy
+2,290
New +$486K 0.49% 39