Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$446K Buy
5,637
+2,072
+58% +$164K 0.17% 51
2025
Q1
$320K Buy
3,565
+128
+4% +$11.5K 0.15% 45
2024
Q4
$342K Buy
3,437
+697
+25% +$69.3K 0.16% 40
2024
Q3
$311K Sell
2,740
-91
-3% -$10.3K 0.15% 41
2024
Q2
$350K Buy
2,831
+78
+3% +$9.66K 0.16% 39
2024
Q1
$363K Buy
2,753
+477
+21% +$62.9K 0.17% 35
2023
Q4
$248K Buy
+2,276
New +$248K 0.13% 39