Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
32,297
+7,559
+31% +$73.4K 0.02% 594
2025
Q1
$247K Buy
24,738
+821
+3% +$8.19K 0.01% 610
2024
Q4
$212K Buy
23,917
+40
+0.2% +$355 0.01% 635
2024
Q3
$279K Buy
23,877
+1,175
+5% +$13.7K 0.02% 355
2024
Q2
$254K Buy
22,702
+1,296
+6% +$14.5K 0.02% 544
2024
Q1
$261K Buy
21,406
+519
+2% +$6.33K 0.02% 346
2023
Q4
$331K Buy
20,887
+2,156
+12% +$34.2K 0.02% 458
2023
Q3
$251K Buy
18,731
+632
+3% +$8.47K 0.02% 471
2023
Q2
$243K Buy
18,099
+5,940
+49% +$79.7K 0.02% 301
2023
Q1
$192K Sell
12,159
-5,289
-30% -$83.5K 0.02% 492
2022
Q4
$296K Sell
17,448
-61
-0.3% -$1.04K 0.03% 404
2022
Q3
$233K Buy
17,509
+287
+2% +$3.82K 0.02% 463
2022
Q2
$251K Buy
+17,222
New +$251K 0.03% 407