Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$554K Buy
2,073
+72
+4% +$19.3K 0.03% 256
2025
Q1
$499K Buy
2,001
+16
+0.8% +$3.99K 0.03% 257
2024
Q4
$466K Sell
1,985
-117
-6% -$27.4K 0.03% 262
2024
Q3
$535K Sell
2,102
-11
-0.5% -$2.8K 0.04% 249
2024
Q2
$506K Buy
2,113
+63
+3% +$15.1K 0.04% 248
2024
Q1
$473K Sell
2,050
-284
-12% -$65.6K 0.03% 251
2023
Q4
$464K Buy
2,334
+21
+0.9% +$4.18K 0.04% 247
2023
Q3
$392K Buy
2,313
+29
+1% +$4.91K 0.03% 249
2023
Q2
$420K Buy
2,284
+5
+0.2% +$919 0.03% 244
2023
Q1
$372K Buy
2,279
+109
+5% +$17.8K 0.03% 257
2022
Q4
$316K Buy
2,170
+66
+3% +$9.61K 0.03% 253
2022
Q3
$307K Buy
2,104
+10
+0.5% +$1.46K 0.03% 240
2022
Q2
$322K Buy
2,094
+179
+9% +$27.5K 0.03% 229
2022
Q1
$346K Buy
+1,915
New +$346K 0.03% 217