Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$487K Buy
1,563
+64
+4% +$19.9K 0.26% 66
2024
Q4
$428K Buy
1,499
+85
+6% +$24.3K 0.22% 76
2024
Q3
$455K Sell
1,414
-15
-1% -$4.83K 0.25% 70
2024
Q2
$446K Buy
1,429
+123
+9% +$38.4K 0.26% 69
2024
Q1
$371K Sell
1,306
-77
-6% -$21.9K 0.23% 75
2023
Q4
$398K Sell
1,383
-45
-3% -$13K 0.29% 68
2023
Q3
$384K Buy
1,428
+21
+1% +$5.64K 0.31% 64
2023
Q2
$312K Buy
1,407
+216
+18% +$47.9K 0.25% 73
2023
Q1
$288K Buy
+1,191
New +$288K 0.26% 74