Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Sell
6,686
-73
-1% -$5.14K 0.03% 222
2025
Q1
$495K Buy
6,759
+33
+0.5% +$2.42K 0.04% 208
2024
Q4
$421K Buy
6,726
+25
+0.4% +$1.57K 0.04% 221
2024
Q3
$442K Buy
6,701
+29
+0.4% +$1.91K 0.04% 220
2024
Q2
$482K Buy
6,672
+441
+7% +$31.8K 0.04% 211
2024
Q1
$418K Buy
6,231
+31
+0.5% +$2.08K 0.04% 226
2023
Q4
$408K Buy
6,200
+21
+0.3% +$1.38K 0.04% 217
2023
Q3
$398K Buy
6,179
+168
+3% +$10.8K 0.04% 208
2023
Q2
$363K Buy
6,011
+14
+0.2% +$845 0.05% 195
2023
Q1
$345K Sell
5,997
-701
-10% -$40.3K 0.04% 220
2022
Q4
$381K Buy
6,698
+54
+0.8% +$3.08K 0.04% 218
2022
Q3
$331K Buy
6,644
+410
+7% +$20.4K 0.04% 219
2022
Q2
$326K Buy
6,234
+122
+2% +$6.38K 0.03% 226
2022
Q1
$336K Buy
+6,112
New +$336K 0.03% 223