Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Sell
34,013
-560
-2% -$6.08K 0.15% 133
2025
Q1
$347K Buy
34,573
+1,712
+5% +$17.2K 0.15% 132
2024
Q4
$325K Buy
32,861
+3,971
+14% +$39.3K 0.15% 132
2024
Q3
$305K Buy
28,890
+269
+0.9% +$2.84K 0.14% 138
2024
Q2
$359K Buy
28,621
+268
+0.9% +$3.36K 0.19% 129
2024
Q1
$377K Buy
28,353
+2,200
+8% +$29.2K 0.21% 128
2023
Q4
$319K Buy
26,153
+4,019
+18% +$49K 0.2% 130
2023
Q3
$275K Buy
22,134
+5,972
+37% +$74.2K 0.2% 128
2023
Q2
$245K Buy
16,162
+749
+5% +$11.3K 0.19% 122
2023
Q1
$194K Buy
15,413
+1,404
+10% +$17.7K 0.17% 131
2022
Q4
$163K Buy
+14,009
New +$163K 0.16% 128