Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Buy
7,366
+1,135
+18% +$99.7K 0.11% 179
2025
Q1
$548K Buy
6,231
+682
+12% +$60K 0.11% 186
2024
Q4
$466K Buy
5,549
+376
+7% +$31.6K 0.1% 185
2024
Q3
$545K Buy
5,173
+881
+21% +$92.8K 0.12% 157
2024
Q2
$382K Buy
4,292
+501
+13% +$44.6K 0.09% 187
2024
Q1
$411K Buy
3,791
+139
+4% +$15.1K 0.12% 174
2023
Q4
$421K Buy
3,652
+171
+5% +$19.7K 0.13% 168
2023
Q3
$453K Buy
+3,481
New +$453K 0.14% 170