Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
4,173
+48
+1% +$3.33K 0.16% 85
2025
Q1
$255K Buy
4,125
+21
+0.5% +$1.3K 0.15% 87
2024
Q4
$243K Buy
4,104
+22
+0.5% +$1.3K 0.13% 85
2024
Q3
$217K Buy
4,082
+27
+0.7% +$1.44K 0.12% 97
2024
Q2
$193K Buy
4,055
+245
+6% +$11.6K 0.11% 102
2024
Q1
$190K Buy
3,810
+22
+0.6% +$1.1K 0.11% 100
2023
Q4
$191K Buy
3,788
+22
+0.6% +$1.11K 0.12% 97
2023
Q3
$202K Buy
3,766
+1
+0% +$54 0.14% 88
2023
Q2
$195K Buy
3,765
+24
+0.6% +$1.24K 0.14% 90
2023
Q1
$196K Buy
3,741
+23
+0.6% +$1.2K 0.14% 87
2022
Q4
$177K Buy
+3,718
New +$177K 0.12% 80