Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Buy
1,728
+31
+2% +$9.14K 0.15% 83
2025
Q1
$422K Buy
1,697
+18
+1% +$4.48K 0.14% 78
2024
Q4
$369K Buy
1,679
+75
+5% +$16.5K 0.12% 81
2024
Q3
$355K Buy
1,604
+222
+16% +$49.1K 0.09% 80
2024
Q2
$239K Hold
1,382
0.06% 88
2024
Q1
$264K Hold
1,382
0.05% 88
2023
Q4
$226K Buy
+1,382
New +$226K 0.04% 93
2013
Q4
Sell
-1,731
Closed -$307K 122
2013
Q3
$307K Buy
1,731
+70
+4% +$12.4K 0.05% 96
2013
Q2
$304K Buy
+1,661
New +$304K 0.05% 91