Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
17,768
+390
+2% +$8.53K 0.15% 210
2025
Q1
$340K Buy
17,378
+144
+0.8% +$2.82K 0.14% 217
2024
Q4
$270K Sell
17,234
-1
-0% -$16 0.12% 235
2024
Q3
$313K Buy
17,235
+314
+2% +$5.7K 0.14% 219
2024
Q2
$290K Buy
16,921
+245
+1% +$4.2K 0.14% 221
2024
Q1
$275K Buy
16,676
+1
+0% +$16 0.13% 227
2023
Q4
$250K Sell
16,675
-95
-0.6% -$1.43K 0.13% 229
2023
Q3
$221K Buy
16,770
+375
+2% +$4.94K 0.13% 227
2023
Q2
$221K Buy
16,395
+456
+3% +$6.14K 0.12% 228
2023
Q1
$189K Sell
15,939
-760
-5% -$9.02K 0.11% 224
2022
Q4
$203K Sell
16,699
-1,000
-6% -$12.2K 0.13% 222
2022
Q3
$150K Buy
17,699
+284
+2% +$2.41K 0.11% 205
2022
Q2
$173K Buy
17,415
+915
+6% +$9.09K 0.12% 204
2022
Q1
$172K Buy
+16,500
New +$172K 0.1% 227
2020
Q1
Sell
-3,789
Closed -$45K 312
2019
Q4
$45K Buy
+3,789
New +$45K 0.04% 295