Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
2,664
+323
+14% +$25.6K 0.24% 83
2025
Q1
$210K Buy
2,341
+10
+0.4% +$897 0.26% 78
2024
Q4
$232K Sell
2,331
-33
-1% -$3.28K 0.29% 70
2024
Q3
$268K Buy
2,364
+23
+1% +$2.61K 0.28% 68
2024
Q2
$290K Sell
2,341
-1,486
-39% -$184K 0.3% 66
2024
Q1
$505K Buy
3,827
+67
+2% +$8.84K 0.29% 62
2023
Q4
$410K Buy
3,760
+19
+0.5% +$2.07K 0.26% 67
2023
Q3
$382K Sell
3,741
-149
-4% -$15.2K 0.27% 64
2023
Q2
$412K Buy
3,890
+24
+0.6% +$2.54K 0.29% 60
2023
Q1
$450K Buy
3,866
+8
+0.2% +$932 0.34% 51
2022
Q4
$419K Buy
3,858
+205
+6% +$22.3K 0.32% 55
2022
Q3
$315K Hold
3,653
0.28% 55
2022
Q2
$347K Buy
3,653
+256
+8% +$24.3K 0.28% 53
2022
Q1
$287K Buy
3,397
+20
+0.6% +$1.69K 0.23% 64
2021
Q4
$263K Buy
+3,377
New +$263K 0.2% 68