Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
3,763
+16
+0.4% +$1.14K 0.03% 214
2025
Q1
$238K Buy
3,747
+14
+0.4% +$889 0.03% 214
2024
Q4
$282K Buy
3,733
+11
+0.3% +$832 0.04% 208
2024
Q3
$329K Buy
3,722
+13
+0.4% +$1.15K 0.04% 203
2024
Q2
$280K Buy
3,709
+10
+0.3% +$754 0.04% 210
2024
Q1
$348K Buy
3,699
+759
+26% +$71.3K 0.05% 199
2023
Q4
$319K Buy
2,940
+9
+0.3% +$977 0.05% 194
2023
Q3
$280K Buy
2,931
+8
+0.3% +$765 0.05% 196
2023
Q2
$323K Buy
+2,923
New +$323K 0.06% 177