Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
2,439
+16
+0.7% +$1.69K 0.11% 143
2025
Q1
$269K Buy
2,423
+9
+0.4% +$1K 0.13% 113
2024
Q4
$250K Buy
2,414
+14
+0.6% +$1.45K 0.11% 126
2024
Q3
$268K Sell
2,400
-399
-14% -$44.6K 0.13% 137
2024
Q2
$250K Sell
2,799
-190
-6% -$17K 0.13% 128
2024
Q1
$257K Buy
2,989
+2
+0.1% +$172 0.13% 146
2023
Q4
$246K Buy
2,987
+22
+0.7% +$1.82K 0.14% 132
2023
Q3
$228K Buy
2,965
+24
+0.8% +$1.84K 0.15% 125
2023
Q2
$205K Buy
+2,941
New +$205K 0.13% 144