Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56K Buy
388
+3
+0.8% +$433 0.03% 151
2025
Q1
$32.7K Buy
385
+4
+1% +$339 0.02% 174
2024
Q4
$32.9K Buy
381
+2
+0.5% +$173 0.02% 170
2024
Q3
$41.5K Buy
379
+3
+0.8% +$329 0.02% 146
2024
Q2
$38.9K Buy
376
+2
+0.5% +$207 0.02% 139
2024
Q1
$34.8K Buy
374
+4
+1% +$372 0.02% 153
2023
Q4
$31.6K Buy
370
+3
+0.8% +$256 0.02% 157
2023
Q3
$24.2K Buy
367
+5
+1% +$329 0.02% 164
2023
Q2
$22.4K Buy
362
+3
+0.8% +$186 0.02% 180
2023
Q1
$23.7K Buy
359
+5
+1% +$330 0.02% 150
2022
Q4
$18.6K Buy
354
+4
+1% +$210 0.02% 160
2022
Q3
$18.6K Buy
350
+4
+1% +$213 0.02% 152
2022
Q2
$24.7K Buy
346
+2
+0.6% +$143 0.02% 129
2022
Q1
$30.9K Buy
344
+3
+0.9% +$269 0.03% 128
2021
Q4
$38.6K Buy
+341
New +$38.6K 0.03% 112