Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$588K Buy
5,522
+277
+5% +$29.5K 0.09% 153
2025
Q1
$461K Buy
5,245
+168
+3% +$14.8K 0.08% 162
2024
Q4
$589K Buy
5,077
+74
+1% +$8.59K 0.1% 138
2024
Q3
$618K Buy
5,003
+494
+11% +$61K 0.11% 136
2024
Q2
$581K Buy
4,509
+465
+11% +$59.9K 0.12% 124
2024
Q1
$424K Buy
4,044
+451
+13% +$47.3K 0.1% 151
2023
Q4
$317K Buy
3,593
+264
+8% +$23.3K 0.09% 153
2023
Q3
$253K Buy
3,329
+279
+9% +$21.2K 0.08% 168
2023
Q2
$233K Buy
3,050
+272
+10% +$20.8K 0.08% 169
2023
Q1
$177K Buy
+2,778
New +$177K 0.08% 181