Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$563K Buy
4,139
+449
+12% +$61.1K 0.29% 67
2025
Q1
$490K Buy
3,690
+17
+0.5% +$2.26K 0.26% 67
2024
Q4
$415K Buy
3,673
+59
+2% +$6.67K 0.21% 85
2024
Q3
$412K Sell
3,614
-832
-19% -$94.9K 0.24% 74
2024
Q2
$462K Buy
4,446
+4
+0.1% +$416 0.28% 64
2024
Q1
$505K Sell
4,442
-225
-5% -$25.6K 0.34% 56
2023
Q4
$514K Sell
4,667
-363
-7% -$40K 0.4% 48
2023
Q3
$487K Sell
5,030
-363
-7% -$35.2K 0.46% 42
2023
Q2
$588K Buy
5,393
+466
+9% +$50.8K 0.51% 39
2023
Q1
$499K Buy
4,927
+288
+6% +$29.2K 0.52% 45
2022
Q4
$509K Buy
4,639
+216
+5% +$23.7K 0.64% 37
2022
Q3
$428K Sell
4,423
-45
-1% -$4.36K 0.61% 38
2022
Q2
$485K Buy
4,468
+390
+10% +$42.3K 0.51% 41
2022
Q1
$483K Buy
+4,078
New +$483K 0.4% 48