Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$760K Buy
10,592
+552
+5% +$39.6K 0.02% 131
2025
Q1
$680K Buy
10,040
+49
+0.5% +$3.32K 0.02% 122
2024
Q4
$611K Buy
9,991
+53
+0.5% +$3.24K 0.02% 124
2024
Q3
$569K Buy
9,938
+59
+0.6% +$3.38K 0.02% 141
2024
Q2
$493K Buy
9,879
+55
+0.6% +$2.75K 0.01% 138
2024
Q1
$561K Buy
9,824
+58
+0.6% +$3.31K 0.02% 133
2023
Q4
$446K Buy
9,766
+64
+0.7% +$2.92K 0.02% 133
2023
Q3
$434K Sell
9,702
-30
-0.3% -$1.34K 0.02% 128
2023
Q2
$457K Buy
9,732
+144
+2% +$6.76K 0.02% 139
2023
Q1
$473K Buy
9,588
+57
+0.6% +$2.81K 0.02% 133
2022
Q4
$425K Buy
9,531
+51
+0.5% +$2.27K 0.02% 129
2022
Q3
$415K Buy
9,480
+51
+0.5% +$2.23K 0.02% 134
2022
Q2
$446K Buy
9,429
+37
+0.4% +$1.75K 0.02% 141
2022
Q1
$539K Buy
9,392
+42
+0.4% +$2.41K 0.02% 165
2021
Q4
$423K Buy
9,350
+46
+0.5% +$2.08K 0.01% 179
2021
Q3
$376K Buy
9,304
+42
+0.5% +$1.7K 0.01% 184
2021
Q2
$355K Buy
9,262
+45
+0.5% +$1.73K 0.01% 180
2021
Q1
$332K Hold
9,217
0.01% 179
2020
Q4
$293K Hold
9,217
0.01% 176
2020
Q3
$313K Hold
9,217
0.01% 170
2020
Q2
$312K Buy
+9,217
New +$312K 0.01% 158