Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$189K Buy
20,548
+171
+0.8% +$1.57K 0.05% 231
2025
Q1
$198K Buy
20,377
+316
+2% +$3.07K 0.05% 217
2024
Q4
$189K Buy
20,061
+618
+3% +$5.82K 0.05% 221
2024
Q3
$220K Sell
19,443
-658
-3% -$7.46K 0.06% 208
2024
Q2
$197K Sell
20,101
-2,351
-10% -$23K 0.06% 207
2024
Q1
$214K Buy
22,452
+329
+1% +$3.13K 0.07% 195
2023
Q4
$213K Buy
22,123
+28
+0.1% +$270 0.08% 189
2023
Q3
$202K Buy
22,095
+2
+0% +$18 0.08% 179
2023
Q2
$220K Buy
22,093
+27
+0.1% +$269 0.09% 171
2023
Q1
$251K Buy
22,066
+2,759
+14% +$31.4K 0.1% 156
2022
Q4
$230K Buy
19,307
+408
+2% +$4.86K 0.1% 161
2022
Q3
$203K Buy
18,899
+2,875
+18% +$30.9K 0.11% 154
2022
Q2
$199K Buy
+16,024
New +$199K 0.09% 164