Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
1,882
+15
+0.8% +$2.78K 0.4% 46
2025
Q1
$391K Sell
1,867
-52
-3% -$10.9K 0.48% 40
2024
Q4
$341K Buy
1,919
+15
+0.8% +$2.67K 0.42% 44
2024
Q3
$376K Buy
1,904
+26
+1% +$5.13K 0.39% 50
2024
Q2
$322K Sell
1,878
-599
-24% -$103K 0.33% 59
2024
Q1
$451K Buy
2,477
+5
+0.2% +$910 0.26% 67
2023
Q4
$383K Buy
2,472
+25
+1% +$3.87K 0.25% 69
2023
Q3
$365K Buy
2,447
+12
+0.5% +$1.79K 0.26% 66
2023
Q2
$333K Buy
2,435
+477
+24% +$65.1K 0.23% 68
2023
Q1
$323K Buy
1,958
+19
+1% +$3.13K 0.25% 66
2022
Q4
$295K Buy
1,939
+3
+0.2% +$456 0.23% 68
2022
Q3
$260K Buy
1,936
+3
+0.2% +$403 0.23% 63
2022
Q2
$297K Buy
1,933
+326
+20% +$50.1K 0.24% 63
2022
Q1
$253K Buy
1,607
+3
+0.2% +$472 0.2% 71
2021
Q4
$232K Buy
+1,604
New +$232K 0.18% 73