Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
922
+9
+1% +$3.21K 0.14% 97
2025
Q1
$248K Sell
913
-1
-0.1% -$272 0.12% 134
2024
Q4
$303K Buy
914
+5
+0.6% +$1.66K 0.14% 97
2024
Q3
$301K Buy
909
+1
+0.1% +$331 0.14% 117
2024
Q2
$285K Sell
908
-23
-2% -$7.21K 0.15% 117
2024
Q1
$291K Buy
931
+1
+0.1% +$313 0.15% 122
2023
Q4
$224K Buy
+930
New +$224K 0.13% 148
2023
Q1
Sell
-1,366
Closed -$214K 157
2022
Q4
$214K Buy
+1,366
New +$214K 0.15% 129
2022
Q2
Sell
-1,372
Closed -$208K 136
2022
Q1
$208K Sell
1,372
-4
-0.3% -$606 0.19% 108
2021
Q4
$238K Buy
+1,376
New +$238K 0.21% 91