Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Buy
6,521
+1,348
+26% +$92K 0.19% 107
2025
Q1
$308K Buy
5,173
+479
+10% +$28.5K 0.15% 117
2024
Q4
$284K Buy
4,694
+895
+24% +$54.1K 0.15% 120
2024
Q3
$274K Buy
3,799
+74
+2% +$5.33K 0.15% 126
2024
Q2
$262K Buy
3,725
+244
+7% +$17.2K 0.16% 127
2024
Q1
$277K Buy
3,481
+606
+21% +$48.3K 0.19% 114
2023
Q4
$258K Buy
2,875
+266
+10% +$23.9K 0.21% 105
2023
Q3
$257K Buy
2,609
+209
+9% +$20.6K 0.24% 100
2023
Q2
$245K Sell
2,400
-65
-3% -$6.64K 0.23% 103
2023
Q1
$277K Buy
2,465
+76
+3% +$8.53K 0.27% 99
2022
Q4
$222K Buy
+2,389
New +$222K 0.24% 100