Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$519K Buy
21,424
+976
+5% +$23.7K 0.08% 112
2025
Q1
$518K Buy
20,448
+922
+5% +$23.4K 0.08% 88
2024
Q4
$518K Buy
19,526
+247
+1% +$6.55K 0.09% 82
2024
Q3
$558K Sell
19,279
-65
-0.3% -$1.88K 0.12% 70
2024
Q2
$541K Buy
19,344
+118
+0.6% +$3.3K 0.13% 63
2024
Q1
$534K Buy
19,226
+75
+0.4% +$2.08K 0.13% 62
2023
Q4
$551K Buy
+19,151
New +$551K 0.15% 57