Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
1,252
+81
+7% +$26.8K 0.04% 170
2025
Q1
$385K Buy
1,171
+112
+11% +$36.8K 0.04% 162
2024
Q4
$292K Sell
1,059
-9
-0.8% -$2.49K 0.03% 199
2024
Q3
$370K Buy
1,068
+60
+6% +$20.8K 0.04% 221
2024
Q2
$333K Buy
1,008
+17
+2% +$5.62K 0.04% 223
2024
Q1
$360K Buy
991
+48
+5% +$17.4K 0.04% 218
2023
Q4
$282K Sell
943
-168
-15% -$50.3K 0.04% 238
2023
Q3
$318K Sell
1,111
-37
-3% -$10.6K 0.05% 201
2023
Q2
$322K Sell
1,148
-8
-0.7% -$2.25K 0.05% 209
2023
Q1
$295K Buy
1,156
+163
+16% +$41.6K 0.05% 211
2022
Q4
$329K Buy
993
+150
+18% +$49.7K 0.06% 196
2022
Q3
$234K Buy
843
+53
+7% +$14.7K 0.05% 219
2022
Q2
$208K Sell
790
-260
-25% -$68.5K 0.04% 225
2022
Q1
$252K Sell
1,050
-16
-2% -$3.84K 0.05% 236
2021
Q4
$245K Buy
+1,066
New +$245K 0.05% 255