Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Buy
3,964
+32
+0.8% +$2.25K 0.02% 139
2025
Q1
$288K Buy
3,932
+13
+0.3% +$953 0.02% 128
2024
Q4
$246K Buy
3,919
+14
+0.4% +$877 0.02% 136
2024
Q3
$258K Buy
3,905
+13
+0.3% +$857 0.02% 125
2024
Q2
$281K Buy
3,892
+12
+0.3% +$866 0.03% 114
2024
Q1
$260K Sell
3,880
-1,465
-27% -$98.2K 0.03% 117
2023
Q4
$352K Buy
5,345
+13
+0.2% +$855 0.04% 104
2023
Q3
$343K Buy
5,332
+12
+0.2% +$773 0.04% 104
2023
Q2
$321K Buy
5,320
+11
+0.2% +$664 0.04% 116
2023
Q1
$305K Buy
5,309
+54
+1% +$3.11K 0.04% 114
2022
Q4
$299K Sell
5,255
-28
-0.5% -$1.6K 0.04% 116
2022
Q3
$263K Buy
5,283
+123
+2% +$6.12K 0.04% 111
2022
Q2
$270K Buy
5,160
+48
+0.9% +$2.51K 0.03% 118
2022
Q1
$281K Buy
+5,112
New +$281K 0.03% 124