Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
3,901
+30
+0.8% +$2.39K 0.05% 207
2025
Q1
$312K Buy
3,871
+1
+0% +$81 0.05% 201
2024
Q4
$370K Buy
3,870
+216
+6% +$20.7K 0.06% 191
2024
Q3
$369K Buy
3,654
+355
+11% +$35.8K 0.07% 182
2024
Q2
$297K Buy
3,299
+368
+13% +$33.1K 0.06% 181
2024
Q1
$319K Buy
2,931
+384
+15% +$41.8K 0.07% 169
2023
Q4
$301K Buy
2,547
+122
+5% +$14.4K 0.08% 161
2023
Q3
$258K Buy
2,425
+209
+9% +$22.3K 0.08% 163
2023
Q2
$199K Buy
2,216
+270
+14% +$24.3K 0.07% 184
2023
Q1
$152K Sell
1,946
-29
-1% -$2.27K 0.07% 195
2022
Q4
$166K Buy
1,975
+174
+10% +$14.7K 0.09% 176
2022
Q3
$145K Buy
1,801
+108
+6% +$8.7K 0.09% 171
2022
Q2
$155K Sell
1,693
-198
-10% -$18.1K 0.1% 163
2022
Q1
$226K Sell
1,891
-32
-2% -$3.82K 0.13% 149
2021
Q4
$225K Buy
+1,923
New +$225K 0.13% 155