Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
2,220
+44
+2% +$6.86K 0.23% 69
2025
Q1
$297K Buy
+2,176
New +$297K 0.23% 66
2024
Q1
Sell
-1,626
Closed -$243K 83
2023
Q4
$243K Buy
1,626
+2
+0.1% +$298 0.28% 70
2023
Q3
$274K Sell
1,624
-8
-0.5% -$1.35K 0.34% 58
2023
Q2
$257K Buy
1,632
+34
+2% +$5.35K 0.35% 67
2023
Q1
$261K Buy
1,598
+21
+1% +$3.43K 0.37% 63
2022
Q4
$283K Buy
+1,577
New +$283K 0.44% 55
2022
Q2
$258K Buy
1,575
+101
+7% +$16.5K 0.39% 54
2022
Q1
$240K Buy
+1,474
New +$240K 0.32% 64