Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Buy
2,402
+159
+7% +$42.8K 0.04% 281
2025
Q1
$569K Buy
2,243
+18
+0.8% +$4.56K 0.04% 286
2024
Q4
$521K Buy
2,225
+70
+3% +$16.4K 0.03% 299
2024
Q3
$550K Buy
2,155
+105
+5% +$26.8K 0.04% 287
2024
Q2
$488K Buy
2,050
+111
+6% +$26.4K 0.03% 285
2024
Q1
$448K Buy
1,939
+163
+9% +$37.6K 0.03% 305
2023
Q4
$352K Buy
1,776
+120
+7% +$23.8K 0.03% 328
2023
Q3
$281K Buy
1,656
+101
+6% +$17.1K 0.03% 344
2023
Q2
$290K Buy
+1,555
New +$290K 0.03% 312