Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
1,385
+10
+0.7% +$2.95K 0.14% 31
2025
Q1
$342K Buy
1,375
+38
+3% +$9.45K 0.13% 33
2024
Q4
$294K Sell
1,337
-23
-2% -$5.06K 0.11% 37
2024
Q3
$301K Buy
1,360
+2
+0.1% +$442 0.11% 36
2024
Q2
$235K Buy
1,358
+2
+0.1% +$346 0.09% 39
2024
Q1
$259K Sell
1,356
-16
-1% -$3.06K 0.11% 34
2023
Q4
$224K Buy
+1,372
New +$224K 0.1% 38