Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Buy
30,910
+5,607
+22% +$78.2K 0.03% 331
2025
Q1
$435K Buy
25,303
+3,522
+16% +$60.5K 0.03% 302
2024
Q4
$438K Sell
21,781
-256
-1% -$5.15K 0.03% 310
2024
Q3
$436K Sell
22,037
-457
-2% -$9.04K 0.03% 297
2024
Q2
$393K Buy
22,494
+1,352
+6% +$23.6K 0.03% 317
2024
Q1
$354K Sell
21,142
-1,219
-5% -$20.4K 0.03% 349
2023
Q4
$403K Buy
22,361
+5,385
+32% +$97.1K 0.03% 306
2023
Q3
$274K Buy
16,976
+2,561
+18% +$41.3K 0.03% 327
2023
Q2
$248K Buy
14,415
+1,041
+8% +$17.9K 0.02% 345
2023
Q1
$216K Sell
13,374
-182
-1% -$2.94K 0.02% 362
2022
Q4
$220K Buy
+13,556
New +$220K 0.02% 348