Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Buy
16,717
+517
+3% +$15.5K 0.23% 123
2025
Q1
$547K Buy
16,200
+292
+2% +$9.87K 0.27% 93
2024
Q4
$470K Buy
15,908
+468
+3% +$13.8K 0.23% 101
2024
Q3
$485K Buy
15,440
+2,679
+21% +$84.1K 0.22% 108
2024
Q2
$461K Buy
12,761
+469
+4% +$16.9K 0.24% 101
2024
Q1
$463K Buy
12,292
+585
+5% +$22K 0.24% 102
2023
Q4
$414K Buy
11,707
+86
+0.7% +$3.04K 0.23% 101
2023
Q3
$450K Buy
11,621
+360
+3% +$13.9K 0.28% 73
2023
Q2
$397K Buy
11,261
+723
+7% +$25.5K 0.23% 119
2023
Q1
$400K Buy
10,538
+3,351
+47% +$127K 0.24% 107
2022
Q4
$251K Buy
+7,187
New +$251K 0.15% 172