Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$574K Buy
1,452
+50
+4% +$19.8K 0.14% 111
2025
Q1
$522K Buy
1,402
+55
+4% +$20.5K 0.15% 106
2024
Q4
$485K Sell
1,347
-1
-0.1% -$360 0.14% 106
2024
Q3
$487K Buy
1,348
+19
+1% +$6.86K 0.15% 111
2024
Q2
$452K Buy
1,329
+14
+1% +$4.76K 0.15% 109
2024
Q1
$471K Buy
+1,315
New +$471K 0.17% 100
2023
Q2
$387K Sell
1,269
-43
-3% -$13.1K 0.12% 130
2023
Q1
$375K Buy
+1,312
New +$375K 0.13% 124