Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$395K Buy
6,064
+329
+6% +$21.4K 0.06% 195
2025
Q1
$354K Sell
5,735
-167
-3% -$10.3K 0.06% 192
2024
Q4
$425K Buy
5,902
+351
+6% +$25.3K 0.07% 172
2024
Q3
$452K Buy
5,551
+424
+8% +$34.5K 0.08% 168
2024
Q2
$381K Buy
5,127
+598
+13% +$44.4K 0.08% 160
2024
Q1
$353K Buy
4,529
+632
+16% +$49.3K 0.08% 161
2023
Q4
$278K Buy
3,897
+97
+3% +$6.93K 0.08% 170
2023
Q3
$264K Buy
3,800
+316
+9% +$21.9K 0.09% 159
2023
Q2
$282K Buy
3,484
+466
+15% +$37.7K 0.1% 152
2023
Q1
$244K Sell
3,018
-125
-4% -$10.1K 0.11% 150
2022
Q4
$235K Buy
3,143
+330
+12% +$24.7K 0.12% 144
2022
Q3
$181K Buy
2,813
+185
+7% +$11.9K 0.11% 149
2022
Q2
$182K Sell
2,628
-283
-10% -$19.6K 0.11% 147
2022
Q1
$224K Sell
2,911
-91
-3% -$7K 0.13% 150
2021
Q4
$230K Buy
+3,002
New +$230K 0.13% 152