Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$991K Buy
2,113
+99
+5% +$46.4K 0.12% 158
2025
Q1
$938K Buy
2,014
+5
+0.2% +$2.33K 0.12% 167
2024
Q4
$841K Buy
2,009
+25
+1% +$10.5K 0.11% 174
2024
Q3
$946K Buy
1,984
+195
+11% +$93K 0.12% 167
2024
Q2
$785K Buy
1,789
+286
+19% +$126K 0.11% 169
2024
Q1
$698K Sell
1,503
-17
-1% -$7.89K 0.1% 181
2023
Q4
$624K Sell
1,520
-350
-19% -$144K 0.09% 177
2023
Q3
$696K Buy
1,870
+125
+7% +$46.5K 0.11% 169
2023
Q2
$665K Sell
1,745
-73
-4% -$27.8K 0.1% 175
2023
Q1
$646K Buy
1,818
+281
+18% +$99.9K 0.1% 181
2022
Q4
$501K Buy
1,537
+21
+1% +$6.85K 0.08% 201
2022
Q3
$409K Buy
+1,516
New +$409K 0.07% 215