Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$485K Buy
16,761
+168
+1% +$4.86K 0.37% 69
2025
Q1
$469K Buy
16,593
+192
+1% +$5.43K 0.42% 65
2024
Q4
$373K Buy
16,401
+198
+1% +$4.51K 0.31% 74
2024
Q3
$356K Sell
16,203
-1,152
-7% -$25.3K 0.28% 79
2024
Q2
$332K Sell
17,355
-192
-1% -$3.67K 0.28% 80
2024
Q1
$309K Buy
17,547
+132
+0.8% +$2.32K 0.27% 81
2023
Q4
$292K Buy
+17,415
New +$292K 0.3% 82