Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
2,410
-14
-0.6% -$2.6K 0.26% 74
2025
Q1
$508K Buy
2,424
+81
+3% +$17K 0.32% 72
2024
Q4
$416K Sell
2,343
-14
-0.6% -$2.49K 0.26% 79
2024
Q3
$465K Buy
2,357
+43
+2% +$8.49K 0.29% 69
2024
Q2
$397K Buy
2,314
+23
+1% +$3.94K 0.26% 71
2024
Q1
$417K Buy
2,291
+18
+0.8% +$3.28K 0.29% 69
2023
Q4
$352K Buy
2,273
+51
+2% +$7.9K 0.26% 75
2023
Q3
$331K Buy
2,222
+27
+1% +$4.02K 0.27% 77
2023
Q2
$296K Buy
2,195
+1
+0% +$135 0.23% 81
2023
Q1
$350K Sell
2,194
-52
-2% -$8.29K 0.29% 76
2022
Q4
$363K Buy
2,246
+55
+3% +$8.89K 0.3% 74
2022
Q3
$294K Sell
2,191
-3
-0.1% -$403 0.27% 76
2022
Q2
$336K Buy
2,194
+13
+0.6% +$1.99K 0.29% 73
2022
Q1
$353K Buy
2,181
+194
+10% +$31.4K 0.27% 77
2021
Q4
$269K Buy
+1,987
New +$269K 0.2% 86