Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$643K Buy
26,304
+5,546
+27% +$136K 0.03% 331
2025
Q1
$575K Buy
20,758
+3,410
+20% +$94.4K 0.03% 331
2024
Q4
$566K Buy
17,348
+456
+3% +$14.9K 0.04% 324
2024
Q3
$606K Buy
16,892
+1,923
+13% +$69K 0.04% 302
2024
Q2
$524K Buy
14,969
+3,679
+33% +$129K 0.04% 309
2024
Q1
$341K Sell
11,290
-466
-4% -$14.1K 0.03% 331
2023
Q4
$354K Sell
11,756
-2,124
-15% -$63.9K 0.04% 319
2023
Q3
$357K Sell
13,880
-2,586
-16% -$66.5K 0.04% 304
2023
Q2
$506K Buy
16,466
+979
+6% +$30.1K 0.05% 280
2023
Q1
$455K Sell
15,487
-2,307
-13% -$67.7K 0.05% 292
2022
Q4
$478K Buy
+17,794
New +$478K 0.06% 269