Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
14,930
+664
+5% +$17.3K 0.21% 81
2025
Q1
$362K Buy
14,266
+604
+4% +$15.3K 0.2% 82
2024
Q4
$289K Buy
13,662
+782
+6% +$16.5K 0.16% 98
2024
Q3
$249K Sell
12,880
-75
-0.6% -$1.45K 0.13% 106
2024
Q2
$220K Sell
12,955
-565
-4% -$9.6K 0.11% 115
2024
Q1
$232K Buy
13,520
+360
+3% +$6.17K 0.11% 109
2023
Q4
$249K Buy
+13,160
New +$249K 0.13% 99