Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$562K Buy
1,769
+50
+3% +$15.9K 0.22% 66
2025
Q1
$445K Buy
1,719
+50
+3% +$13K 0.21% 61
2024
Q4
$674K Buy
1,669
+10
+0.6% +$4.04K 0.32% 54
2024
Q3
$434K Buy
1,659
+105
+7% +$27.5K 0.21% 60
2024
Q2
$308K Hold
1,554
0.17% 71
2024
Q1
$273K Hold
1,554
0.17% 80
2023
Q4
$386K Hold
1,554
0.28% 55
2023
Q3
$389K Sell
1,554
-45
-3% -$11.3K 0.31% 53
2023
Q2
$419K Hold
1,599
0.32% 51
2023
Q1
$332K Buy
+1,599
New +$332K 0.28% 57