Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$481K Buy
9,229
+154
+2% +$8.03K 0.07% 172
2025
Q1
$664K Buy
9,075
+714
+9% +$52.3K 0.11% 133
2024
Q4
$627K Sell
8,361
-182
-2% -$13.7K 0.1% 134
2024
Q3
$674K Buy
8,543
+800
+10% +$63.1K 0.12% 124
2024
Q2
$574K Buy
7,743
+807
+12% +$59.8K 0.12% 125
2024
Q1
$597K Buy
6,936
+903
+15% +$77.7K 0.14% 116
2023
Q4
$444K Buy
6,033
+471
+8% +$34.7K 0.12% 122
2023
Q3
$412K Buy
5,562
+471
+9% +$34.9K 0.13% 121
2023
Q2
$381K Buy
5,091
+448
+10% +$33.5K 0.13% 128
2023
Q1
$317K Buy
4,643
+111
+2% +$7.57K 0.14% 129
2022
Q4
$291K Buy
4,532
+401
+10% +$25.8K 0.15% 130
2022
Q3
$241K Buy
4,131
+442
+12% +$25.8K 0.15% 118
2022
Q2
$201K Sell
3,689
-154
-4% -$8.39K 0.12% 132
2022
Q1
$234K Sell
3,843
-67
-2% -$4.08K 0.14% 144
2021
Q4
$298K Buy
+3,910
New +$298K 0.17% 124