Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Buy
2,959
+4
+0.1% +$743 0.34% 22
2025
Q1
$619K Buy
2,955
+18
+0.6% +$3.77K 0.56% 17
2024
Q4
$522K Sell
2,937
-3
-0.1% -$533 0.43% 24
2024
Q3
$558K Buy
2,940
+13
+0.4% +$2.47K 0.36% 23
2024
Q2
$497K Buy
2,927
+3
+0.1% +$510 0.37% 23
2024
Q1
$533K Buy
2,924
+2
+0.1% +$364 0.44% 22
2023
Q4
$453K Buy
+2,922
New +$453K 0.45% 24