Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
2,248
+140
+7% +$65.7K 0.1% 152
2025
Q1
$982K Buy
2,108
+98
+5% +$45.6K 0.09% 157
2024
Q4
$841K Buy
2,010
+240
+14% +$100K 0.08% 169
2024
Q3
$849K Buy
1,770
+83
+5% +$39.8K 0.08% 165
2024
Q2
$740K Sell
1,687
-28
-2% -$12.3K 0.07% 165
2024
Q1
$645K Buy
1,715
+113
+7% +$42.5K 0.07% 177
2023
Q4
$658K Buy
+1,602
New +$658K 0.06% 182