Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$544K Buy
1,877
+64
+4% +$18.5K 0.05% 279
2025
Q1
$548K Buy
1,813
+56
+3% +$16.9K 0.06% 266
2024
Q4
$486K Buy
1,757
+386
+28% +$107K 0.05% 280
2024
Q3
$395K Sell
1,371
-102
-7% -$29.4K 0.05% 294
2024
Q2
$376K Hold
1,473
0.06% 276
2024
Q1
$382K Buy
1,473
+142
+11% +$36.8K 0.06% 272
2023
Q4
$301K Buy
1,331
+19
+1% +$4.29K 0.06% 288
2023
Q3
$273K Buy
1,312
+20
+2% +$4.16K 0.07% 266
2023
Q2
$249K Buy
+1,292
New +$249K 0.07% 286