Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$872K Buy
29,149
+2,612
+10% +$78.2K 0.02% 191
2025
Q1
$897K Buy
26,537
+1,922
+8% +$64.9K 0.02% 162
2024
Q4
$728K Buy
24,615
+3,033
+14% +$89.7K 0.02% 177
2024
Q3
$677K Buy
21,582
+5,735
+36% +$180K 0.02% 198
2024
Q2
$572K Buy
15,847
+4,757
+43% +$172K 0.02% 207
2024
Q1
$418K Buy
11,090
+2,800
+34% +$106K 0.01% 234
2023
Q4
$293K Sell
8,290
-477
-5% -$16.9K 0.01% 251
2023
Q3
$339K Sell
8,767
-480
-5% -$18.6K 0.01% 230
2023
Q2
$326K Sell
9,247
-129
-1% -$4.55K 0.01% 238
2023
Q1
$356K Sell
9,376
-110
-1% -$4.17K 0.01% 233
2022
Q4
$331K Buy
9,486
+218
+2% +$7.62K 0.01% 235
2022
Q3
$265K Buy
9,268
+190
+2% +$5.43K 0.01% 237
2022
Q2
$257K Buy
+9,078
New +$257K 0.01% 244