Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$688K Buy
11,324
+289
+3% +$17.6K 0.05% 384
2025
Q1
$634K Buy
11,035
+663
+6% +$38.1K 0.05% 372
2024
Q4
$513K Buy
10,372
+155
+2% +$7.67K 0.04% 428
2024
Q3
$462K Buy
10,217
+535
+6% +$24.2K 0.03% 464
2024
Q2
$421K Buy
9,682
+120
+1% +$5.22K 0.03% 453
2024
Q1
$376K Buy
9,562
+1,951
+26% +$76.8K 0.03% 488
2023
Q4
$309K Sell
7,611
-34
-0.4% -$1.38K 0.03% 509
2023
Q3
$302K Buy
+7,645
New +$302K 0.03% 496