Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
35,478
+52
+0.1% +$725 0.3% 74
2025
Q1
$609K Buy
35,426
+52
+0.1% +$893 0.4% 74
2024
Q4
$714K Buy
35,374
+17
+0% +$343 0.5% 65
2024
Q3
$699K Sell
35,357
-89
-0.3% -$1.76K 0.47% 68
2024
Q2
$619K Buy
35,446
+122
+0.3% +$2.13K 0.46% 73
2024
Q1
$592K Buy
35,324
+22
+0.1% +$369 0.46% 67
2023
Q4
$636K Buy
+35,302
New +$636K 0.57% 38