Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$946K Buy
18,373
+93
+0.5% +$4.79K 0.16% 63
2025
Q1
$978K Buy
18,280
+87
+0.5% +$4.66K 0.19% 65
2024
Q4
$871K Sell
18,193
-916
-5% -$43.8K 0.18% 65
2024
Q3
$850K Buy
19,109
+1,046
+6% +$46.5K 0.18% 60
2024
Q2
$769K Sell
18,063
-1,234
-6% -$52.6K 0.18% 60
2024
Q1
$802K Buy
19,297
+118
+0.6% +$4.9K 0.18% 57
2023
Q4
$704K Buy
+19,179
New +$704K 0.17% 61