Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Buy
1,934
+106
+6% +$29.6K 0.05% 201
2025
Q1
$569K Buy
1,828
+99
+6% +$30.8K 0.05% 199
2024
Q4
$451K Buy
1,729
+9
+0.5% +$2.35K 0.04% 218
2024
Q3
$555K Buy
1,720
+194
+13% +$62.6K 0.05% 202
2024
Q2
$477K Sell
1,526
-82
-5% -$25.6K 0.05% 207
2024
Q1
$435K Buy
1,608
+63
+4% +$17.1K 0.05% 215
2023
Q4
$445K Buy
+1,545
New +$445K 0.04% 225