Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$548K Buy
4,746
+63
+1% +$7.27K 0.02% 411
2025
Q1
$544K Buy
4,683
+634
+16% +$73.7K 0.02% 388
2024
Q4
$442K Buy
4,049
+573
+16% +$62.6K 0.02% 442
2024
Q3
$358K Buy
3,476
+395
+13% +$40.7K 0.01% 504
2024
Q2
$287K Sell
3,081
-8
-0.3% -$745 0.01% 529
2024
Q1
$287K Buy
3,089
+39
+1% +$3.62K 0.01% 506
2023
Q4
$300K Buy
3,050
+244
+9% +$24K 0.01% 479
2023
Q3
$263K Buy
2,806
+268
+11% +$25.1K 0.01% 487
2023
Q2
$260K Buy
2,538
+339
+15% +$34.8K 0.01% 477
2023
Q1
$238K Buy
2,199
+34
+2% +$3.68K 0.01% 496
2022
Q4
$233K Buy
+2,165
New +$233K 0.01% 471