Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Buy
16,305
+870
+6% +$19K 0.03% 311
2025
Q1
$302K Buy
15,435
+963
+7% +$18.9K 0.03% 325
2024
Q4
$227K Buy
14,472
+1,280
+10% +$20.1K 0.02% 371
2024
Q3
$240K Sell
13,192
-252
-2% -$4.58K 0.02% 366
2024
Q2
$230K Buy
13,444
+576
+4% +$9.87K 0.02% 330
2024
Q1
$212K Buy
12,868
+226
+2% +$3.73K 0.02% 347
2023
Q4
$190K Buy
12,642
+238
+2% +$3.58K 0.02% 340
2023
Q3
$163K Buy
12,404
+800
+7% +$10.5K 0.02% 314
2023
Q2
$156K Buy
+11,604
New +$156K 0.02% 318