Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$979K Buy
2,004
+125
+7% +$61.1K 0.15% 105
2025
Q1
$796K Buy
1,879
+228
+14% +$96.6K 0.14% 115
2024
Q4
$705K Buy
1,651
+176
+12% +$75.2K 0.12% 125
2024
Q3
$620K Sell
1,475
-22
-1% -$9.26K 0.11% 134
2024
Q2
$701K Buy
1,497
+115
+8% +$53.9K 0.14% 107
2024
Q1
$603K Buy
+1,382
New +$603K 0.14% 114
2023
Q4
Sell
-906
Closed -$268K 254
2023
Q3
$268K Buy
906
+63
+7% +$18.7K 0.09% 156
2023
Q2
$275K Buy
843
+76
+10% +$24.8K 0.1% 154
2023
Q1
$208K Buy
767
+95
+14% +$25.7K 0.09% 167
2022
Q4
$144K Buy
672
+75
+13% +$16K 0.07% 187
2022
Q3
$112K Sell
597
-23
-4% -$4.32K 0.07% 192
2022
Q2
$114K Buy
+620
New +$114K 0.07% 193