Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$436K Buy
2,863
+9
+0.3% +$1.37K 0.1% 108
2025
Q1
$419K Buy
2,854
+177
+7% +$26K 0.11% 98
2024
Q4
$346K Buy
2,677
+43
+2% +$5.55K 0.1% 109
2024
Q3
$360K Buy
2,634
+5
+0.2% +$684 0.11% 109
2024
Q2
$269K Sell
2,629
-537
-17% -$54.9K 0.09% 125
2024
Q1
$281K Buy
3,166
+35
+1% +$3.1K 0.1% 125
2023
Q4
$286K Buy
3,131
+410
+15% +$37.5K 0.11% 114
2023
Q3
$213K Buy
+2,721
New +$213K 0.1% 129