Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
10,355
+58
+0.6% +$2.94K 0.02% 413
2025
Q1
$496K Buy
10,297
+54
+0.5% +$2.6K 0.03% 387
2024
Q4
$495K Buy
10,243
+62
+0.6% +$3K 0.03% 375
2024
Q3
$450K Buy
10,181
+59
+0.6% +$2.61K 0.03% 387
2024
Q2
$424K Buy
10,122
+1,959
+24% +$82.1K 0.03% 386
2024
Q1
$341K Buy
8,163
+62
+0.8% +$2.59K 0.02% 420
2023
Q4
$302K Buy
+8,101
New +$302K 0.02% 429