Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$436K Buy
6,191
+2
+0% +$141 0.18% 91
2025
Q1
$454K Buy
6,189
+2
+0% +$147 0.19% 82
2024
Q4
$388K Buy
6,187
+3
+0% +$188 0.17% 86
2024
Q3
$408K Buy
6,184
+2
+0% +$132 0.18% 80
2024
Q2
$446K Buy
6,182
+2
+0% +$144 0.22% 69
2024
Q1
$414K Buy
6,180
+2
+0% +$134 0.21% 75
2023
Q4
$407K Sell
6,178
-98
-2% -$6.45K 0.22% 76
2023
Q3
$404K Sell
6,276
-998
-14% -$64.3K 0.23% 71
2023
Q2
$439K Buy
7,274
+2
+0% +$121 0.24% 69
2023
Q1
$418K Sell
7,272
-398
-5% -$22.9K 0.24% 72
2022
Q4
$437K Hold
7,670
0.27% 71
2022
Q3
$382K Hold
7,670
0.26% 67
2022
Q2
$401K Sell
7,670
-160
-2% -$8.37K 0.26% 67
2022
Q1
$430K Buy
+7,830
New +$430K 0.25% 65