Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$529K Buy
13,782
+99
+0.7% +$3.8K 0.42% 58
2025
Q1
$530K Sell
13,683
-3,930
-22% -$152K 0.49% 36
2024
Q4
$596K Buy
+17,613
New +$596K 0.56% 35
2023
Q3
$604K Buy
16,662
+26
+0.2% +$943 0.76% 27
2023
Q2
$593K Buy
16,636
+1,548
+10% +$55.2K 0.7% 33
2023
Q1
$537K Buy
15,088
+521
+4% +$18.5K 0.83% 27
2022
Q4
$512K Buy
14,567
+558
+4% +$19.6K 0.88% 22
2022
Q3
$412K Buy
14,009
+9,251
+194% +$272K 0.78% 23
2022
Q2
$259K Sell
4,758
-1,508
-24% -$82.1K 0.39% 61
2022
Q1
$341K Sell
6,266
-721
-10% -$39.2K 0.37% 56
2021
Q4
$385K Buy
+6,987
New +$385K 0.37% 44