Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$544K Buy
7,760
+161
+2% +$11.3K 0.3% 66
2025
Q1
$521K Buy
7,599
+176
+2% +$12.1K 0.31% 61
2024
Q4
$550K Buy
7,423
+186
+3% +$13.8K 0.33% 59
2024
Q3
$462K Sell
7,237
-618
-8% -$39.5K 0.28% 68
2024
Q2
$364K Buy
7,855
+16
+0.2% +$742 0.24% 82
2024
Q1
$342K Buy
7,839
+200
+3% +$8.73K 0.24% 73
2023
Q4
$442K Buy
+7,639
New +$442K 0.36% 64