Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Buy
1,457
+4
+0.3% +$1.16K 0.02% 277
2025
Q1
$439K Buy
1,453
+5
+0.3% +$1.51K 0.03% 264
2024
Q4
$400K Buy
1,448
+5
+0.3% +$1.38K 0.03% 275
2024
Q3
$416K Sell
1,443
-18
-1% -$5.19K 0.03% 262
2024
Q2
$373K Buy
1,461
+28
+2% +$7.14K 0.03% 264
2024
Q1
$371K Buy
1,433
+5
+0.4% +$1.3K 0.03% 254
2023
Q4
$323K Buy
1,428
+6
+0.4% +$1.36K 0.03% 250
2023
Q3
$296K Buy
1,422
+6
+0.4% +$1.25K 0.03% 239
2023
Q2
$273K Buy
1,416
+6
+0.4% +$1.16K 0.03% 229
2023
Q1
$274K Hold
1,410
0.04% 226
2022
Q4
$311K Hold
1,410
0.05% 212
2022
Q3
$257K Hold
1,410
0.05% 172
2022
Q2
$277K Buy
1,410
+10
+0.7% +$1.97K 0.05% 161
2022
Q1
$299K Hold
1,400
0.05% 159
2021
Q4
$271K Hold
1,400
0.05% 158
2021
Q3
$243K Hold
1,400
0.05% 170
2021
Q2
$223K Hold
1,400
0.05% 171
2021
Q1
$221K Hold
1,400
0.05% 157
2020
Q4
$215K Buy
+1,400
New +$215K 0.06% 148