Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
3,521
+219
+7% +$30.3K 0.03% 383
2025
Q1
$527K Buy
3,302
+64
+2% +$10.2K 0.03% 345
2024
Q4
$431K Sell
3,238
-740
-19% -$98.4K 0.03% 377
2024
Q3
$540K Sell
3,978
-516
-11% -$70.1K 0.04% 329
2024
Q2
$663K Buy
4,494
+1,251
+39% +$185K 0.05% 281
2024
Q1
$495K Buy
3,243
+221
+7% +$33.7K 0.05% 280
2023
Q4
$436K Buy
3,022
+193
+7% +$27.8K 0.05% 288
2023
Q3
$433K Sell
2,829
-544
-16% -$83.2K 0.05% 286
2023
Q2
$459K Sell
3,373
-138
-4% -$18.8K 0.05% 298
2023
Q1
$465K Buy
3,511
+404
+13% +$53.5K 0.05% 288
2022
Q4
$441K Buy
+3,107
New +$441K 0.06% 282