Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Buy
1,394
+37
+3% +$11.5K 0.07% 183
2025
Q1
$457K Buy
1,357
+83
+7% +$28K 0.08% 164
2024
Q4
$432K Buy
1,274
+18
+1% +$6.11K 0.07% 170
2024
Q3
$364K Buy
1,256
+185
+17% +$53.6K 0.06% 184
2024
Q2
$280K Buy
1,071
+92
+9% +$24K 0.06% 186
2024
Q1
$290K Buy
979
+96
+11% +$28.4K 0.07% 180
2023
Q4
$255K Buy
883
+65
+8% +$18.8K 0.07% 174
2023
Q3
$209K Buy
818
+78
+11% +$19.9K 0.07% 185
2023
Q2
$213K Buy
740
+111
+18% +$32K 0.08% 180
2023
Q1
$155K Sell
629
-51
-8% -$12.6K 0.07% 193
2022
Q4
$155K Buy
680
+83
+14% +$19K 0.08% 181
2022
Q3
$120K Buy
597
+36
+6% +$7.24K 0.07% 187
2022
Q2
$111K Buy
+561
New +$111K 0.07% 197
2022
Q1
Sell
-636
Closed -$137K 225
2021
Q4
$137K Buy
+636
New +$137K 0.08% 197