Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Buy
2,605
+4
+0.2% +$892 0.49% 69
2025
Q1
$535K Buy
2,601
+5
+0.2% +$1.03K 0.49% 67
2024
Q4
$474K Buy
2,596
+5
+0.2% +$913 0.42% 80
2024
Q3
$533K Buy
2,591
+3
+0.1% +$618 0.48% 68
2024
Q2
$453K Buy
2,588
+8
+0.3% +$1.4K 0.43% 77
2024
Q1
$443K Buy
2,580
+4
+0.2% +$687 0.44% 84
2023
Q4
$388K Buy
+2,576
New +$388K 0.43% 84
2022
Q4
$289K Buy
2,556
+4
+0.2% +$452 0.41% 92
2022
Q3
$247K Buy
2,552
+8
+0.3% +$774 0.4% 93
2022
Q2
$237K Buy
2,544
+16
+0.6% +$1.49K 0.37% 104
2022
Q1
$280K Buy
2,528
+4
+0.2% +$443 0.34% 105
2021
Q4
$240K Buy
+2,524
New +$240K 0.32% 119