Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$857K Buy
15,778
+3,743
+31% +$203K 0.13% 172
2025
Q1
$607K Buy
12,035
+325
+3% +$16.4K 0.1% 207
2024
Q4
$532K Buy
11,710
+156
+1% +$7.09K 0.09% 217
2024
Q3
$548K Buy
11,554
+3
+0% +$142 0.09% 214
2024
Q2
$530K Buy
11,551
+671
+6% +$30.8K 0.1% 199
2024
Q1
$471K Buy
10,880
+62
+0.6% +$2.68K 0.09% 221
2023
Q4
$429K Sell
10,818
-785
-7% -$31.1K 0.08% 226
2023
Q3
$391K Buy
11,603
+645
+6% +$21.7K 0.07% 222
2023
Q2
$366K Buy
+10,958
New +$366K 0.07% 233