Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
2,958
+16
+0.5% +$1.69K 0.02% 234
2025
Q1
$327K Buy
2,942
+115
+4% +$12.8K 0.02% 207
2024
Q4
$292K Buy
2,827
+13
+0.5% +$1.35K 0.02% 212
2024
Q3
$315K Buy
2,814
+12
+0.4% +$1.34K 0.02% 196
2024
Q2
$250K Buy
2,802
+16
+0.6% +$1.43K 0.02% 201
2024
Q1
$239K Buy
2,786
+17
+0.6% +$1.46K 0.02% 201
2023
Q4
$228K Buy
2,769
+14
+0.5% +$1.16K 0.02% 190
2023
Q3
$211K Buy
+2,755
New +$211K 0.02% 177