Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
3,700
+36
+1% +$2.85K 0.15% 53
2025
Q1
$329K Buy
3,664
+29
+0.8% +$2.6K 0.17% 47
2024
Q4
$362K Sell
3,635
-28
-0.8% -$2.79K 0.19% 42
2024
Q3
$416K Buy
3,663
+22
+0.6% +$2.5K 0.24% 36
2024
Q2
$451K Buy
3,641
+9
+0.2% +$1.11K 0.28% 33
2024
Q1
$479K Buy
3,632
+17
+0.5% +$2.24K 0.32% 31
2023
Q4
$394K Buy
3,615
+437
+14% +$47.6K 0.27% 33
2023
Q3
$327K Buy
3,178
+19
+0.6% +$1.96K 0.29% 26
2023
Q2
$365K Buy
3,159
+19
+0.6% +$2.19K 0.31% 24
2023
Q1
$334K Buy
3,140
+93
+3% +$9.9K 0.33% 25
2022
Q4
$338K Buy
3,047
+22
+0.7% +$2.44K 0.36% 24
2022
Q3
$261K Buy
3,025
+90
+3% +$7.75K 0.28% 28
2022
Q2
$268K Buy
2,935
+22
+0.8% +$2.01K 0.26% 29
2022
Q1
$239K Buy
2,913
+22
+0.8% +$1.81K 0.21% 34
2021
Q4
$222K Buy
+2,891
New +$222K 0.16% 35