Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Buy
43,775
+1,013
+2% +$11K 0.04% 424
2025
Q1
$416K Buy
42,762
+1,850
+5% +$18K 0.04% 417
2024
Q4
$404K Buy
40,912
+10,987
+37% +$109K 0.04% 432
2024
Q3
$323K Buy
29,925
+6,908
+30% +$74.5K 0.03% 411
2024
Q2
$289K Sell
23,017
-1,728
-7% -$21.7K 0.04% 297
2024
Q1
$329K Buy
24,745
+110
+0.4% +$1.46K 0.05% 286
2023
Q4
$300K Buy
24,635
+4,914
+25% +$59.9K 0.04% 378
2023
Q3
$245K Sell
19,721
-32
-0.2% -$397 0.05% 258
2023
Q2
$299K Sell
19,753
-400
-2% -$6.06K 0.05% 336
2023
Q1
$254K Buy
20,153
+1,717
+9% +$21.6K 0.04% 315
2022
Q4
$214K Sell
18,436
-1,285
-7% -$14.9K 0.04% 276
2022
Q3
$245K Sell
19,721
-4,095
-17% -$50.9K 0.05% 258
2022
Q2
$306K Buy
23,816
+2,219
+10% +$28.5K 0.07% 195
2022
Q1
$328K Buy
+21,597
New +$328K 0.07% 218