Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$808K Buy
8,189
+106
+1% +$10.5K 0.43% 56
2025
Q1
$844K Buy
8,083
+1,890
+31% +$197K 0.5% 52
2024
Q4
$837K Buy
6,193
+315
+5% +$42.6K 0.53% 50
2024
Q3
$916K Buy
5,878
+13
+0.2% +$2.03K 0.6% 47
2024
Q2
$868K Sell
5,865
-15
-0.3% -$2.22K 0.64% 45
2024
Q1
$1.04M Sell
5,880
-10
-0.2% -$1.77K 0.81% 40
2023
Q4
$839K Buy
+5,890
New +$839K 0.69% 43