Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Buy
1,219
+3
+0.2% +$1.41K 0.05% 187
2025
Q1
$566K Buy
1,216
+174
+17% +$81K 0.06% 169
2024
Q4
$436K Sell
1,042
-137
-12% -$57.4K 0.05% 194
2024
Q3
$562K Buy
1,179
+78
+7% +$37.2K 0.06% 173
2024
Q2
$483K Sell
1,101
-179
-14% -$78.6K 0.04% 190
2024
Q1
$594K Buy
1,280
+73
+6% +$33.9K 0.05% 159
2023
Q4
$496K Buy
1,207
+328
+37% +$135K 0.05% 179
2023
Q3
$327K Buy
879
+205
+30% +$76.3K 0.04% 181
2023
Q2
$257K Sell
674
-79
-10% -$30.1K 0.03% 221
2023
Q1
$268K Buy
753
+2
+0.3% +$711 0.04% 173
2022
Q4
$245K Buy
+751
New +$245K 0.04% 177