Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Buy
7,442
+16
+0.2% +$869 0.09% 149
2025
Q1
$374K Buy
7,426
+320
+5% +$16.1K 0.09% 151
2024
Q4
$323K Sell
7,106
-54
-0.8% -$2.45K 0.07% 165
2024
Q3
$340K Buy
7,160
+26
+0.4% +$1.23K 0.08% 165
2024
Q2
$327K Sell
7,134
-36
-0.5% -$1.65K 0.08% 158
2024
Q1
$310K Buy
7,170
+124
+2% +$5.37K 0.07% 161
2023
Q4
$279K Buy
7,046
+56
+0.8% +$2.22K 0.07% 165
2023
Q3
$236K Buy
6,990
+201
+3% +$6.77K 0.07% 181
2023
Q2
$227K Buy
6,789
+80
+1% +$2.67K 0.06% 186
2023
Q1
$218K Buy
+6,709
New +$218K 0.06% 192
2022
Q1
Sell
-6,387
Closed -$208K 227
2021
Q4
$208K Buy
+6,387
New +$208K 0.06% 205