Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
148,322
+9,187
+7% +$95.3K 0.03% 255
2025
Q1
$1.43M Buy
139,135
+4,040
+3% +$41.6K 0.03% 253
2024
Q4
$1.29M Buy
135,095
+12,028
+10% +$115K 0.02% 267
2024
Q3
$1.3M Buy
123,067
+6,612
+6% +$70K 0.02% 260
2024
Q2
$962K Buy
116,455
+7,077
+6% +$58.5K 0.02% 317
2024
Q1
$929K Buy
109,378
+4,177
+4% +$35.5K 0.02% 331
2023
Q4
$866K Sell
105,201
-285
-0.3% -$2.35K 0.02% 316
2023
Q3
$879K Buy
105,486
+3,117
+3% +$26K 0.02% 283
2023
Q2
$858K Sell
102,369
-7,329
-7% -$61.4K 0.02% 289
2023
Q1
$893K Buy
109,698
+9,413
+9% +$76.6K 0.02% 268
2022
Q4
$802K Buy
100,285
+14,962
+18% +$120K 0.02% 271
2022
Q3
$520K Buy
+85,323
New +$520K 0.02% 359