Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
975
+5
+0.5% +$1.48K 0.16% 86
2025
Q1
$241K Buy
970
+6
+0.6% +$1.49K 0.14% 90
2024
Q4
$212K Buy
964
+6
+0.6% +$1.32K 0.11% 97
2024
Q3
$212K Buy
958
+7
+0.7% +$1.55K 0.11% 98
2024
Q2
$164K Buy
951
+8
+0.8% +$1.38K 0.09% 108
2024
Q1
$180K Buy
943
+8
+0.9% +$1.53K 0.11% 105
2023
Q4
$153K Sell
935
-129
-12% -$21.1K 0.1% 106
2023
Q3
$149K Buy
1,064
+5
+0.5% +$701 0.11% 106
2023
Q2
$142K Buy
1,059
+10
+1% +$1.34K 0.1% 106
2023
Q1
$137K Buy
1,049
+11
+1% +$1.44K 0.1% 101
2022
Q4
$146K Buy
+1,038
New +$146K 0.1% 96