Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Buy
7,566
+135
+2% +$6.52K 0.2% 85
2025
Q1
$412K Buy
7,431
+305
+4% +$16.9K 0.24% 78
2024
Q4
$344K Buy
7,126
+580
+9% +$28K 0.22% 86
2024
Q3
$377K Buy
6,546
+745
+13% +$42.9K 0.25% 79
2024
Q2
$281K Buy
5,801
+535
+10% +$26K 0.21% 88
2024
Q1
$256K Buy
5,266
+226
+4% +$11K 0.2% 91
2023
Q4
$251K Buy
+5,040
New +$251K 0.2% 89