Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$747K Buy
3,415
+162
+5% +$35.4K 0.24% 55
2025
Q1
$455K Buy
3,253
+111
+4% +$15.5K 0.17% 65
2024
Q4
$524K Sell
3,142
-5
-0.2% -$833 0.2% 56
2024
Q3
$589K Buy
3,147
+77
+3% +$14.4K 0.21% 53
2024
Q2
$439K Buy
3,070
+434
+16% +$62.1K 0.18% 55
2024
Q1
$308K Buy
2,636
+116
+5% +$13.5K 0.14% 74
2023
Q4
$292K Sell
2,520
-199
-7% -$23K 0.14% 65
2023
Q3
$310K Buy
2,719
+314
+13% +$35.8K 0.2% 54
2023
Q2
$286K Buy
2,405
+14
+0.6% +$1.67K 0.2% 45
2023
Q1
$234K Buy
+2,391
New +$234K 0.17% 52