Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
1,442
+15
+1% +$4.77K 0.11% 57
2025
Q1
$370K Buy
1,427
+84
+6% +$21.8K 0.09% 69
2024
Q4
$542K Buy
1,343
+173
+15% +$69.9K 0.14% 59
2024
Q3
$306K Sell
1,170
-334
-22% -$87.4K 0.08% 68
2024
Q2
$298K Buy
1,504
+34
+2% +$6.73K 0.09% 68
2024
Q1
$258K Sell
1,470
-145
-9% -$25.5K 0.08% 73
2023
Q4
$401K Buy
1,615
+78
+5% +$19.4K 0.14% 59
2023
Q3
$385K Buy
1,537
+4
+0.3% +$1K 0.14% 65
2023
Q2
$401K Buy
1,533
+309
+25% +$80.9K 0.17% 64
2023
Q1
$254K Buy
+1,224
New +$254K 0.12% 81
2022
Q3
$281K Buy
1,424
+353
+33% +$69.7K 0.16% 96
2022
Q2
$318K Hold
1,071
0.17% 86
2022
Q1
$367K Buy
+1,071
New +$367K 0.21% 81