Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
2,792
+20
+0.7% +$2.64K 0.14% 49
2025
Q1
$359K Buy
2,772
+7
+0.3% +$906 0.15% 46
2024
Q4
$326K Sell
2,765
-34
-1% -$4.01K 0.12% 50
2024
Q3
$328K Buy
2,799
+14
+0.5% +$1.64K 0.13% 48
2024
Q2
$290K Buy
2,785
+129
+5% +$13.4K 0.13% 53
2024
Q1
$289K Buy
2,656
+1
+0% +$109 0.14% 45
2023
Q4
$296K Hold
2,655
0.14% 45
2023
Q3
$241K Sell
2,655
-9
-0.3% -$818 0.13% 49
2023
Q2
$287K Buy
2,664
+10
+0.4% +$1.08K 0.15% 49
2023
Q1
$277K Hold
2,654
0.14% 56
2022
Q4
$299K Buy
2,654
+1
+0% +$113 0.14% 61
2022
Q3
$276K Buy
+2,653
New +$276K 0.14% 64