Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$559K Buy
2,508
+49
+2% +$10.9K 0.04% 213
2025
Q1
$505K Buy
2,459
+77
+3% +$15.8K 0.04% 209
2024
Q4
$435K Buy
2,382
+478
+25% +$87.3K 0.04% 213
2024
Q3
$392K Sell
1,904
-92
-5% -$18.9K 0.04% 233
2024
Q2
$349K Buy
1,996
+220
+12% +$38.5K 0.04% 231
2024
Q1
$305K Buy
1,776
+20
+1% +$3.44K 0.03% 255
2023
Q4
$265K Buy
1,756
+24
+1% +$3.62K 0.03% 262
2023
Q3
$208K Buy
1,732
+56
+3% +$6.73K 0.03% 292
2023
Q2
$208K Buy
+1,676
New +$208K 0.03% 290