Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
9,041
+566
+7% +$30.8K 0.04% 241
2025
Q1
$427K Buy
8,475
+775
+10% +$39.1K 0.04% 237
2024
Q4
$350K Buy
7,700
+111
+1% +$5.04K 0.03% 259
2024
Q3
$360K Buy
7,589
+69
+0.9% +$3.28K 0.03% 256
2024
Q2
$345K Buy
7,520
+74
+1% +$3.4K 0.03% 233
2024
Q1
$322K Buy
7,446
+237
+3% +$10.3K 0.03% 240
2023
Q4
$286K Buy
7,209
+454
+7% +$18K 0.03% 243
2023
Q3
$228K Buy
6,755
+83
+1% +$2.8K 0.03% 274
2023
Q2
$223K Buy
+6,672
New +$223K 0.03% 272