Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Buy
6,477
+151
+2% +$11.5K 0.08% 170
2025
Q1
$415K Buy
6,326
+422
+7% +$27.7K 0.07% 175
2024
Q4
$417K Sell
5,904
-8
-0.1% -$565 0.07% 174
2024
Q3
$367K Buy
5,912
+506
+9% +$31.4K 0.07% 183
2024
Q2
$302K Buy
5,406
+581
+12% +$32.5K 0.06% 178
2024
Q1
$311K Buy
4,825
+624
+15% +$40.2K 0.07% 172
2023
Q4
$223K Buy
4,201
+317
+8% +$16.9K 0.06% 185
2023
Q3
$209K Buy
3,884
+337
+10% +$18.2K 0.07% 184
2023
Q2
$188K Buy
3,547
+348
+11% +$18.4K 0.07% 186
2023
Q1
$168K Sell
3,199
-66
-2% -$3.46K 0.07% 187
2022
Q4
$165K Buy
3,265
+381
+13% +$19.3K 0.09% 178
2022
Q3
$157K Buy
2,884
+217
+8% +$11.8K 0.1% 163
2022
Q2
$155K Sell
2,667
-279
-9% -$16.2K 0.1% 164
2022
Q1
$213K Sell
2,946
-19
-0.6% -$1.37K 0.13% 157
2021
Q4
$259K Buy
+2,965
New +$259K 0.14% 134