Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
3,233
+14
+0.4% +$965 0.02% 256
2025
Q1
$222K Sell
3,219
-473
-13% -$32.6K 0.02% 241
2024
Q4
$227K Buy
3,692
+163
+5% +$10K 0.02% 235
2024
Q3
$219K Buy
3,529
+21
+0.6% +$1.3K 0.02% 318
2024
Q2
$186K Buy
3,508
+303
+9% +$16K 0.02% 326
2024
Q1
$171K Buy
3,205
+16
+0.5% +$854 0.02% 360
2023
Q4
$166K Sell
3,189
-29
-0.9% -$1.51K 0.02% 334
2023
Q3
$163K Buy
3,218
+357
+12% +$18.1K 0.03% 315
2023
Q2
$167K Buy
2,861
+50
+2% +$2.92K 0.03% 315
2023
Q1
$172K Buy
2,811
+13
+0.5% +$795 0.03% 311
2022
Q4
$176K Buy
2,798
+45
+2% +$2.83K 0.03% 296
2022
Q3
$164K Buy
2,753
+241
+10% +$14.4K 0.03% 274
2022
Q2
$164K Buy
2,512
+11
+0.4% +$718 0.04% 257
2022
Q1
$171K Buy
2,501
+1,070
+75% +$73.2K 0.03% 306
2021
Q4
$98K Buy
+1,431
New +$98K 0.02% 413