Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$852K Buy
12,286
+211
+2% +$14.6K 0.3% 46
2025
Q1
$745K Buy
12,075
+793
+7% +$48.9K 0.32% 50
2024
Q4
$668K Buy
11,282
+842
+8% +$49.8K 0.44% 46
2024
Q3
$556K Sell
10,440
-1,104
-10% -$58.8K 0.32% 70
2024
Q2
$548K Sell
11,544
-528
-4% -$25.1K 0.28% 73
2024
Q1
$603K Buy
12,072
+324
+3% +$16.2K 0.38% 59
2023
Q4
$594K Buy
11,748
+1,425
+14% +$72K 0.42% 53
2023
Q3
$555K Sell
10,323
-1,342
-12% -$72.1K 0.45% 50
2023
Q2
$604K Buy
11,665
+1,064
+10% +$55.1K 0.42% 48
2023
Q1
$554K Buy
10,601
+1,464
+16% +$76.5K 0.42% 46
2022
Q4
$435K Buy
+9,137
New +$435K 0.34% 55