Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
22,884
-1,270
-5% -$13.2K 0.06% 207
2025
Q1
$249K Buy
24,154
+1,021
+4% +$10.5K 0.07% 208
2024
Q4
$221K Buy
23,133
+1,648
+8% +$15.7K 0.06% 245
2024
Q3
$227K Buy
21,485
+743
+4% +$7.86K 0.09% 226
2024
Q2
$171K Buy
+20,742
New +$171K 0.09% 207