Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97.1K Buy
2,722
+166
+6% +$5.92K 0.04% 154
2025
Q1
$94.3K Buy
2,556
+62
+2% +$2.29K 0.04% 150
2024
Q4
$93.6K Sell
2,494
-95
-4% -$3.57K 0.05% 146
2024
Q3
$108K Buy
2,589
+48
+2% +$2.01K 0.05% 142
2024
Q2
$99.5K Buy
2,541
+19
+0.8% +$744 0.05% 148
2024
Q1
$109K Buy
2,522
+2,271
+905% +$98.5K 0.06% 143
2023
Q4
$11K Sell
251
-292
-54% -$12.8K 0.01% 311
2023
Q3
$24.1K Sell
543
-377
-41% -$16.7K 0.02% 211
2023
Q2
$38.2K Buy
920
+5
+0.5% +$208 0.03% 174
2023
Q1
$34.7K Buy
915
+5
+0.5% +$190 0.03% 189
2022
Q4
$31.8K Sell
910
-31
-3% -$1.09K 0.03% 193
2022
Q3
$28K Sell
941
-10
-1% -$298 0.02% 210
2022
Q2
$37K Buy
951
+234
+33% +$9.1K 0.04% 166
2022
Q1
$34K Buy
717
+3
+0.4% +$142 0.03% 190
2021
Q4
$35.9K Buy
+714
New +$35.9K 0.03% 185