Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
28,946
+293
+1% +$7.17K 0.51% 20
2025
Q1
$793K Sell
28,653
-165
-0.6% -$4.57K 0.56% 20
2024
Q4
$940K Buy
28,818
+221
+0.8% +$7.21K 0.7% 19
2024
Q3
$1.03M Buy
28,597
+220
+0.8% +$7.89K 0.81% 18
2024
Q2
$994K Buy
28,377
+256
+0.9% +$8.97K 0.81% 17
2024
Q1
$850K Buy
28,121
+5
+0% +$151 0.76% 19
2023
Q4
$846K Buy
+28,116
New +$846K 0.84% 14