Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
3,411
+28
+0.8% +$8.25K 0.76% 41
2025
Q1
$841K Buy
3,383
+27
+0.8% +$6.71K 0.74% 41
2024
Q4
$738K Buy
3,356
+24
+0.7% +$5.28K 0.62% 49
2024
Q3
$737K Buy
3,332
+20
+0.6% +$4.42K 0.59% 52
2024
Q2
$573K Buy
3,312
+434
+15% +$75.1K 0.48% 58
2024
Q1
$550K Sell
2,878
-101
-3% -$19.3K 0.49% 59
2023
Q4
$487K Buy
+2,979
New +$487K 0.5% 58