Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
5,127
+737
+17% +$56.4K 0.01% 324
2025
Q1
$260K Buy
4,390
+1,420
+48% +$84.2K 0.01% 333
2024
Q4
$225K Buy
2,970
+51
+2% +$3.86K 0.01% 321
2024
Q3
$243K Buy
2,919
+63
+2% +$5.24K 0.01% 292
2024
Q2
$207K Sell
2,856
-9
-0.3% -$652 0.01% 297
2024
Q1
$261K Sell
2,865
-348
-11% -$31.7K 0.01% 259
2023
Q4
$329K Buy
3,213
+178
+6% +$18.2K 0.02% 229
2023
Q3
$290K Buy
3,035
+61
+2% +$5.83K 0.02% 217
2023
Q2
$328K Buy
+2,974
New +$328K 0.02% 204
2022
Q4
$469K Sell
4,011
-394
-9% -$46.1K 0.04% 157
2022
Q3
$366K Buy
4,405
+1
+0% +$83 0.04% 160
2022
Q2
$450K Buy
4,404
+4
+0.1% +$409 0.05% 148
2022
Q1
$592K Buy
+4,400
New +$592K 0.08% 116