Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$682K Buy
2,581
+130
+5% +$34.4K 0.32% 63
2025
Q1
$605K Buy
2,451
+476
+24% +$118K 0.3% 59
2024
Q4
$493K Buy
1,975
+60
+3% +$15K 0.24% 66
2024
Q3
$491K Buy
1,915
+71
+4% +$18.2K 0.24% 62
2024
Q2
$455K Buy
1,844
+185
+11% +$45.7K 0.23% 68
2024
Q1
$388K Buy
1,659
+10
+0.6% +$2.34K 0.21% 71
2023
Q4
$323K Buy
1,649
+193
+13% +$37.8K 0.19% 76
2023
Q3
$241K Buy
1,456
+47
+3% +$7.78K 0.16% 83
2023
Q2
$260K Buy
+1,409
New +$260K 0.16% 84