Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Buy
13,260
+194
+1% +$2.11K 0.1% 64
2025
Q1
$131K Buy
13,066
+196
+2% +$1.97K 0.1% 64
2024
Q4
$127K Buy
12,870
+170
+1% +$1.68K 0.09% 66
2024
Q3
$139K Buy
12,700
+177
+1% +$1.94K 0.1% 68
2024
Q2
$157K Sell
12,523
-861
-6% -$10.8K 0.12% 65
2024
Q1
$178K Buy
13,384
+307
+2% +$4.08K 0.15% 70
2023
Q4
$164K Buy
+13,077
New +$164K 0.16% 60