Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$944K Buy
3,239
+246
+8% +$71.7K 0.13% 102
2025
Q1
$953K Buy
2,993
+38
+1% +$12.1K 0.14% 100
2024
Q4
$1.01M Buy
2,955
+67
+2% +$22.8K 0.14% 105
2024
Q3
$1.09M Sell
2,888
-19
-0.7% -$7.16K 0.16% 97
2024
Q2
$994K Buy
2,907
+133
+5% +$45.5K 0.15% 94
2024
Q1
$1.12M Sell
2,774
-13
-0.5% -$5.25K 0.17% 87
2023
Q4
$1.06M Buy
2,787
+68
+3% +$25.8K 0.16% 89
2023
Q3
$968K Buy
2,719
+46
+2% +$16.4K 0.18% 81
2023
Q2
$1M Buy
+2,673
New +$1M 0.19% 82