Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Buy
1,938
+186
+11% +$54.8K 0.17% 103
2025
Q1
$436K Buy
1,752
+272
+18% +$67.6K 0.2% 89
2024
Q4
$325K Buy
1,480
+19
+1% +$4.18K 0.16% 102
2024
Q3
$323K Buy
1,461
+7
+0.5% +$1.55K 0.19% 114
2024
Q2
$252K Buy
1,454
+90
+7% +$15.6K 0.17% 140
2024
Q1
$261K Sell
1,364
-45
-3% -$8.6K 0.18% 134
2023
Q4
$230K Buy
+1,409
New +$230K 0.18% 139