Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Buy
1,907
+18
+1% +$3.45K 0.08% 121
2025
Q1
$306K Sell
1,889
-15
-0.8% -$2.43K 0.08% 117
2024
Q4
$328K Buy
1,904
+24
+1% +$4.14K 0.09% 116
2024
Q3
$305K Buy
1,880
+7
+0.4% +$1.14K 0.09% 123
2024
Q2
$273K Buy
1,873
+3
+0.2% +$437 0.09% 124
2024
Q1
$316K Buy
1,870
+4
+0.2% +$675 0.11% 112
2023
Q4
$293K Buy
1,866
+8
+0.4% +$1.25K 0.12% 111
2023
Q3
$225K Buy
+1,858
New +$225K 0.1% 122