Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Buy
632
+8
+1% +$6.3K 0.14% 73
2025
Q1
$383K Buy
624
+1
+0.2% +$614 0.13% 78
2024
Q4
$391K Buy
623
+1
+0.2% +$628 0.13% 75
2024
Q3
$386K Sell
622
-100
-14% -$62.1K 0.14% 75
2024
Q2
$475K Buy
722
+1
+0.1% +$657 0.15% 77
2024
Q1
$469K Buy
721
+1
+0.1% +$650 0.15% 79
2023
Q4
$450K Buy
720
+1
+0.1% +$625 0.17% 74
2023
Q3
$368K Buy
719
+1
+0.1% +$511 0.15% 77
2023
Q2
$329K Sell
718
-2
-0.3% -$917 0.13% 79
2023
Q1
$321K Buy
720
+41
+6% +$18.3K 0.13% 82
2022
Q4
$264K Sell
679
-27
-4% -$10.5K 0.12% 93
2022
Q3
$273K Buy
706
+25
+4% +$9.67K 0.12% 88
2022
Q2
$263K Buy
+681
New +$263K 0.11% 92