Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Buy
1,677
+28
+2% +$7.82K 0.13% 113
2025
Q1
$514K Sell
1,649
-9
-0.5% -$2.8K 0.18% 96
2024
Q4
$432K Buy
1,658
+12
+0.7% +$3.13K 0.15% 103
2024
Q3
$530K Hold
1,646
0.19% 97
2024
Q2
$514K Buy
1,646
+7
+0.4% +$2.19K 0.2% 92
2024
Q1
$466K Buy
1,639
+6
+0.4% +$1.71K 0.19% 94
2023
Q4
$470K Hold
1,633
0.21% 86
2023
Q3
$439K Hold
1,633
0.23% 80
2023
Q2
$363K Hold
1,633
0.19% 90
2023
Q1
$395K Hold
1,633
0.22% 85
2022
Q4
$429K Hold
1,633
0.25% 76
2022
Q3
$368K Buy
1,633
+50
+3% +$11.3K 0.25% 76
2022
Q2
$385K Sell
1,583
-40
-2% -$9.73K 0.25% 72
2022
Q1
$392K Sell
1,623
-1
-0.1% -$242 0.21% 84
2021
Q4
$365K Buy
+1,624
New +$365K 0.19% 88