Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$504K Buy
563
+8
+1% +$7.17K 0.24% 89
2025
Q1
$377K Buy
555
+1
+0.2% +$679 0.21% 96
2024
Q4
$349K Buy
554
+6
+1% +$3.78K 0.18% 98
2024
Q3
$424K Buy
548
+29
+6% +$22.4K 0.23% 93
2024
Q2
$428K Sell
519
-41
-7% -$33.8K 0.24% 93
2024
Q1
$391K Sell
560
-61
-10% -$42.6K 0.25% 90
2023
Q4
$361K Sell
621
-14
-2% -$8.14K 0.26% 76
2023
Q3
$292K Sell
635
-44
-6% -$20.2K 0.23% 46
2023
Q2
$329K Sell
679
-11
-2% -$5.34K 0.26% 46
2023
Q1
$276K Sell
690
-259
-27% -$103K 0.22% 49
2022
Q4
$358K Buy
949
+236
+33% +$89K 0.28% 47
2022
Q3
$216K Buy
713
+1
+0.1% +$303 0.19% 56
2022
Q2
$227K Buy
+712
New +$227K 0.19% 59