Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Buy
563
+16
+3% +$2.9K 0.02% 241
2025
Q1
$94.7K Buy
547
+1
+0.2% +$173 0.02% 214
2024
Q4
$107K Buy
546
+1
+0.2% +$197 0.02% 199
2024
Q3
$110K Buy
545
+1
+0.2% +$202 0.03% 179
2024
Q2
$91K Buy
544
+1
+0.2% +$167 0.02% 193
2024
Q1
$86.7K Buy
543
+1
+0.2% +$160 0.02% 199
2023
Q4
$78.5K Buy
542
+1
+0.2% +$145 0.02% 208
2023
Q3
$61.1K Buy
541
+1
+0.2% +$113 0.02% 205
2023
Q2
$58.5K Buy
540
+2
+0.4% +$217 0.02% 204
2023
Q1
$54.2K Buy
538
+1
+0.2% +$101 0.02% 213
2022
Q4
$47K Buy
537
+2
+0.4% +$175 0.02% 231
2022
Q3
$38K Buy
+535
New +$38K 0.01% 221