Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Buy
549
+3
+0.5% +$884 0.08% 35
2025
Q1
$136K Buy
546
+4
+0.7% +$994 0.07% 42
2024
Q4
$119K Buy
542
+4
+0.7% +$879 0.06% 44
2024
Q3
$119K Buy
538
+4
+0.7% +$885 0.06% 42
2024
Q2
$92.3K Buy
534
+5
+0.9% +$865 0.05% 41
2024
Q1
$100K Buy
529
+25
+5% +$4.74K 0.05% 42
2023
Q4
$82.5K Buy
504
+5
+1% +$818 0.05% 47
2023
Q3
$70.1K Buy
499
+50
+11% +$7.02K 0.05% 50
2023
Q2
$60K Buy
449
+30
+7% +$4.01K 0.04% 50
2023
Q1
$54.9K Buy
419
+6
+1% +$786 0.04% 51
2022
Q4
$58.2K Buy
413
+4
+1% +$564 0.05% 47
2022
Q3
$49K Buy
409
+5
+1% +$599 0.04% 50
2022
Q2
$57K Buy
404
+5
+1% +$705 0.05% 49
2022
Q1
$52K Buy
399
+5
+1% +$652 0.03% 60
2021
Q4
$53K Buy
394
+129
+49% +$17.4K 0.03% 60
2021
Q3
$35K Buy
265
+51
+24% +$6.74K 0.02% 74
2021
Q2
$30K Buy
214
+32
+18% +$4.49K 0.02% 81
2021
Q1
$23K Buy
182
+128
+237% +$16.2K 0.02% 90
2020
Q4
$7K Buy
+54
New +$7K 0.01% 131