Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$590K Sell
8,396
-14
-0.2% -$984 0.1% 191
2025
Q1
$545K Buy
8,410
+22
+0.3% +$1.43K 0.11% 187
2024
Q4
$541K Buy
8,388
+68
+0.8% +$4.39K 0.12% 162
2024
Q3
$549K Buy
8,320
+22
+0.3% +$1.45K 0.13% 155
2024
Q2
$608K Buy
8,298
+20
+0.2% +$1.47K 0.15% 136
2024
Q1
$562K Buy
8,278
+22
+0.3% +$1.49K 0.16% 140
2023
Q4
$544K Buy
8,256
+21
+0.3% +$1.38K 0.16% 142
2023
Q3
$516K Buy
8,235
+20
+0.2% +$1.25K 0.16% 154
2023
Q2
$490K Buy
8,215
+20
+0.2% +$1.19K 0.19% 122
2023
Q1
$498K Buy
8,195
+450
+6% +$27.4K 0.2% 123
2022
Q4
$453K Buy
7,745
+1,350
+21% +$79K 0.19% 139
2022
Q3
$334K Buy
+6,395
New +$334K 0.27% 116