Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Buy
1,245
+4
+0.3% +$906 0.03% 216
2025
Q1
$206K Sell
1,241
-20
-2% -$3.32K 0.02% 255
2024
Q4
$249K Buy
1,261
+4
+0.3% +$790 0.03% 219
2024
Q3
$218K Buy
1,257
+2
+0.2% +$347 0.02% 319
2024
Q2
$218K Buy
1,255
+5
+0.4% +$869 0.02% 299
2024
Q1
$170K Buy
1,250
+4
+0.3% +$545 0.02% 362
2023
Q4
$130K Sell
1,246
-38
-3% -$3.95K 0.02% 383
2023
Q3
$112K Buy
1,284
+27
+2% +$2.35K 0.02% 381
2023
Q2
$127K Buy
1,257
+5
+0.4% +$505 0.02% 373
2023
Q1
$116K Buy
1,252
+5
+0.4% +$465 0.02% 383
2022
Q4
$92.9K Buy
1,247
+7
+0.6% +$521 0.02% 416
2022
Q3
$85K Buy
1,240
+4
+0.3% +$274 0.02% 414
2022
Q2
$101K Sell
1,236
-22
-2% -$1.8K 0.02% 351
2022
Q1
$131K Buy
1,258
+31
+3% +$3.23K 0.02% 363
2021
Q4
$148K Buy
+1,227
New +$148K 0.03% 331