Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$710K Buy
2,542
+46
+2% +$12.8K 0.04% 155
2025
Q1
$778K Buy
2,496
+114
+5% +$35.5K 0.05% 140
2024
Q4
$621K Sell
2,382
-405
-15% -$106K 0.04% 146
2024
Q3
$898K Buy
2,787
+92
+3% +$29.6K 0.06% 105
2024
Q2
$842K Buy
2,695
+32
+1% +$10K 0.06% 105
2024
Q1
$757K Sell
2,663
-77
-3% -$21.9K 0.06% 111
2023
Q4
$789K Buy
2,740
+58
+2% +$16.7K 0.06% 144
2023
Q3
$721K Buy
2,682
+90
+3% +$24.2K 0.07% 106
2023
Q2
$575K Buy
2,592
+125
+5% +$27.8K 0.05% 126
2023
Q1
$596K Sell
2,467
-46
-2% -$11.1K 0.06% 121
2022
Q4
$660K Buy
2,513
+476
+23% +$125K 0.07% 105
2022
Q3
$459K Buy
2,037
+870
+75% +$196K 0.06% 127
2022
Q2
$284K Buy
+1,167
New +$284K 0.16% 76