Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$535K Buy
7,183
+27
+0.4% +$2.01K 0.02% 214
2025
Q1
$450K Buy
7,156
+158
+2% +$9.94K 0.02% 221
2024
Q4
$399K Buy
6,998
+91
+1% +$5.18K 0.02% 216
2024
Q3
$406K Buy
6,907
+215
+3% +$12.6K 0.02% 211
2024
Q2
$361K Buy
6,692
+86
+1% +$4.64K 0.02% 209
2024
Q1
$381K Sell
6,606
-11
-0.2% -$634 0.02% 207
2023
Q4
$317K Buy
6,617
+1,264
+24% +$60.6K 0.02% 210
2023
Q3
$274K Sell
5,353
-5
-0.1% -$256 0.01% 210
2023
Q2
$307K Sell
5,358
-353
-6% -$20.2K 0.02% 196
2023
Q1
$344K Buy
5,711
+670
+13% +$40.4K 0.02% 180
2022
Q4
$296K Buy
5,041
+13
+0.3% +$764 0.02% 189
2022
Q3
$287K Buy
5,028
+83
+2% +$4.74K 0.02% 185
2022
Q2
$268K Sell
4,945
-66
-1% -$3.58K 0.02% 193
2022
Q1
$288K Buy
5,011
+92
+2% +$5.29K 0.02% 203
2021
Q4
$233K Sell
4,919
-69
-1% -$3.27K 0.01% 221
2021
Q3
$210K Buy
4,988
+159
+3% +$6.69K 0.01% 220
2021
Q2
$214K Buy
+4,829
New +$214K 0.02% 210