Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$194K Buy
502
+5
+1% +$1.93K 0.11% 198
2025
Q1
$190K Buy
497
+4
+0.8% +$1.53K 0.13% 174
2024
Q4
$220K Buy
493
+28
+6% +$12.5K 0.14% 137
2024
Q3
$241K Sell
465
-58
-11% -$30.1K 0.15% 119
2024
Q2
$291K Buy
523
+7
+1% +$3.9K 0.19% 65
2024
Q1
$261K Buy
516
+172
+50% +$87K 0.17% 76
2023
Q4
$206K Buy
344
+10
+3% +$5.99K 0.14% 130
2023
Q3
$171K Sell
334
-74
-18% -$37.9K 0.13% 161
2023
Q2
$200K Buy
408
+3
+0.7% +$1.47K 0.15% 116
2023
Q1
$156K Sell
405
-28
-6% -$10.8K 0.14% 185
2022
Q4
$146K Buy
433
+14
+3% +$4.72K 0.12% 227
2022
Q3
$115K Sell
419
-11
-3% -$3.02K 0.1% 282
2022
Q2
$158K Buy
430
+157
+58% +$57.7K 0.13% 176
2022
Q1
$125K Sell
273
-12
-4% -$5.5K 0.08% 369
2021
Q4
$162K Buy
+285
New +$162K 0.23% 47