Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Buy
5,099
+465
+10% +$44.2K 0.05% 268
2025
Q1
$409K Buy
4,634
+378
+9% +$33.4K 0.05% 283
2024
Q4
$403K Buy
4,256
+478
+13% +$45.3K 0.05% 415
2024
Q3
$412K Buy
3,778
+688
+22% +$75.1K 0.04% 565
2024
Q2
$353K Buy
3,090
+626
+25% +$71.5K 0.04% 497
2024
Q1
$357K Sell
2,464
-251
-9% -$36.4K 0.04% 702
2023
Q4
$383K Buy
2,715
+433
+19% +$61.1K 0.04% 602
2023
Q3
$306K Buy
2,282
+101
+5% +$13.6K 0.04% 631
2023
Q2
$313K Buy
2,181
+222
+11% +$31.9K 0.04% 674
2023
Q1
$273K Buy
1,959
+58
+3% +$8.09K 0.03% 574
2022
Q4
$236K Buy
1,901
+174
+10% +$21.6K 0.03% 508
2022
Q3
$207K Buy
+1,727
New +$207K 0.03% 507
2021
Q1
Sell
-1,966
Closed -$313K 675
2020
Q4
$313K Buy
1,966
+35
+2% +$5.57K 0.07% 422
2020
Q3
$211K Buy
+1,931
New +$211K 0.06% 341