Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$442K Buy
4,419
+252
+6% +$25.2K 0.07% 181
2025
Q1
$438K Buy
4,167
+209
+5% +$22K 0.08% 166
2024
Q4
$312K Buy
3,958
+84
+2% +$6.62K 0.05% 201
2024
Q3
$288K Buy
3,874
+499
+15% +$37.1K 0.05% 200
2024
Q2
$316K Buy
3,375
+346
+11% +$32.4K 0.06% 175
2024
Q1
$317K Buy
3,029
+423
+16% +$44.3K 0.07% 171
2023
Q4
$236K Buy
2,606
+207
+9% +$18.7K 0.07% 182
2023
Q3
$196K Buy
2,399
+208
+9% +$17K 0.06% 190
2023
Q2
$152K Buy
2,191
+256
+13% +$17.8K 0.05% 199
2023
Q1
$167K Sell
1,935
-7
-0.4% -$604 0.07% 188
2022
Q4
$133K Buy
1,942
+167
+9% +$11.4K 0.07% 194
2022
Q3
$101K Buy
1,775
+449
+34% +$25.5K 0.06% 203
2022
Q2
$120K Sell
1,326
-157
-11% -$14.2K 0.07% 190
2022
Q1
$224K Sell
1,483
-15
-1% -$2.27K 0.13% 152
2021
Q4
$336K Buy
+1,498
New +$336K 0.19% 110