Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$771K Buy
14,653
+466
+3% +$24.5K 0.05% 263
2025
Q1
$649K Buy
14,187
+2,533
+22% +$116K 0.05% 262
2024
Q4
$554K Buy
11,654
+53
+0.5% +$2.52K 0.05% 263
2024
Q3
$524K Sell
11,601
-98
-0.8% -$4.43K 0.05% 265
2024
Q2
$455K Buy
11,699
+412
+4% +$16K 0.04% 277
2024
Q1
$372K Sell
11,287
-10,995
-49% -$362K 0.04% 316
2023
Q4
$678K Buy
+22,282
New +$678K 0.03% 340