Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
5,769
+430
+8% +$34.4K 0.16% 88
2025
Q1
$483K Buy
5,339
+385
+8% +$34.8K 0.21% 81
2024
Q4
$497K Buy
4,954
+389
+9% +$39K 0.32% 74
2024
Q3
$522K Buy
4,565
+88
+2% +$10.1K 0.3% 77
2024
Q2
$558K Buy
4,477
+93
+2% +$11.6K 0.28% 71
2024
Q1
$582K Sell
4,384
-365
-8% -$48.4K 0.37% 64
2023
Q4
$521K Buy
4,749
+1,137
+31% +$125K 0.37% 63
2023
Q3
$374K Buy
3,612
+22
+0.6% +$2.28K 0.31% 74
2023
Q2
$416K Buy
3,590
+302
+9% +$35K 0.29% 67
2023
Q1
$352K Buy
3,288
+634
+24% +$67.8K 0.27% 75
2022
Q4
$296K Buy
+2,654
New +$296K 0.23% 79