Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$503K Buy
2,301
+145
+7% +$31.7K 0.12% 97
2025
Q1
$301K Buy
2,156
+27
+1% +$3.78K 0.08% 120
2024
Q4
$355K Buy
2,129
+23
+1% +$3.83K 0.1% 107
2024
Q3
$359K Buy
2,106
+40
+2% +$6.82K 0.11% 111
2024
Q2
$292K Buy
2,066
+4
+0.2% +$565 0.09% 116
2024
Q1
$259K Buy
2,062
+75
+4% +$9.42K 0.09% 130
2023
Q4
$209K Sell
1,987
-313
-14% -$33K 0.08% 136
2023
Q3
$244K Buy
2,300
+200
+10% +$21.2K 0.11% 116
2023
Q2
$250K Buy
+2,100
New +$250K 0.23% 81