Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$441K Buy
18,041
+5,443
+43% +$133K 0.14% 105
2025
Q1
$349K Buy
12,598
+2,445
+24% +$67.7K 0.13% 113
2024
Q4
$331K Buy
10,153
+558
+6% +$18.2K 0.13% 109
2024
Q3
$344K Buy
9,595
+140
+1% +$5.02K 0.13% 100
2024
Q2
$331K Sell
9,455
-3,408
-26% -$119K 0.14% 91
2024
Q1
$389K Sell
12,863
-1,179
-8% -$35.6K 0.18% 79
2023
Q4
$423K Buy
14,042
+1,228
+10% +$37K 0.22% 69
2023
Q3
$329K Sell
12,814
-581
-4% -$14.9K 0.18% 86
2023
Q2
$411K Buy
13,395
+2,940
+28% +$90.3K 0.21% 67
2023
Q1
$307K Buy
10,455
+215
+2% +$6.31K 0.16% 97
2022
Q4
$275K Buy
10,240
+1,557
+18% +$41.8K 0.15% 97
2022
Q3
$216K Buy
+8,683
New +$216K 0.13% 99