Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$935K Buy
13,275
+21
+0.2% +$1.48K 0.2% 94
2025
Q1
$971K Sell
13,254
-173
-1% -$12.7K 0.23% 84
2024
Q4
$841K Sell
13,427
-225
-2% -$14.1K 0.18% 96
2024
Q3
$900K Buy
13,652
+28
+0.2% +$1.85K 0.2% 99
2024
Q2
$983K Buy
13,624
+74
+0.5% +$5.34K 0.23% 84
2024
Q1
$908K Buy
13,550
+71
+0.5% +$4.76K 0.21% 90
2023
Q4
$887K Sell
13,479
-44
-0.3% -$2.9K 0.23% 86
2023
Q3
$871K Sell
13,523
-31
-0.2% -$2K 0.24% 80
2023
Q2
$818K Buy
13,554
+263
+2% +$15.9K 0.23% 90
2023
Q1
$765K Buy
13,291
+375
+3% +$21.6K 0.22% 87
2022
Q4
$736K Buy
12,916
+349
+3% +$19.9K 0.23% 84
2022
Q3
$625K Sell
12,567
-102
-0.8% -$5.07K 0.25% 71
2022
Q2
$662K Buy
12,669
+467
+4% +$24.4K 0.25% 74
2022
Q1
$670K Buy
+12,202
New +$670K 0.2% 92