Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$457K Buy
8,409
+51
+0.6% +$2.77K 0.09% 148
2025
Q1
$421K Buy
8,358
+133
+2% +$6.7K 0.07% 137
2024
Q4
$374K Buy
8,225
+197
+2% +$8.95K 0.08% 147
2024
Q3
$381K Sell
8,028
-376
-4% -$17.8K 0.09% 139
2024
Q2
$386K Sell
8,404
-45
-0.5% -$2.07K 0.1% 113
2024
Q1
$366K Buy
8,449
+229
+3% +$9.91K 0.1% 118
2023
Q4
$326K Buy
8,220
+228
+3% +$9.04K 0.1% 126
2023
Q3
$269K Buy
7,992
+640
+9% +$21.6K 0.09% 135
2023
Q2
$246K Sell
7,352
-487
-6% -$16.3K 0.08% 140
2023
Q1
$254K Buy
7,839
+324
+4% +$10.5K 0.09% 135
2022
Q4
$208K Buy
+7,515
New +$208K 0.09% 131