Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.97M Buy
17,901
+1,710
+11% +$284K 0.58% 43
2024
Q4
$3.2M Sell
16,191
-437
-3% -$86.3K 0.61% 36
2024
Q3
$2.89M Sell
16,628
-597
-3% -$104K 0.62% 33
2024
Q2
$2.99M Buy
17,225
+79
+0.5% +$13.7K 0.69% 28
2024
Q1
$2.33M Buy
17,146
+697
+4% +$94.8K 0.57% 41
2023
Q4
$1.71M Buy
16,449
+1,795
+12% +$187K 0.51% 39
2023
Q3
$1.27M Buy
14,654
+2,163
+17% +$188K 0.43% 40
2023
Q2
$1.26M Buy
12,491
+1,498
+14% +$151K 0.39% 41
2023
Q1
$1.02M Buy
10,993
+1,009
+10% +$93.9K 0.33% 55
2022
Q4
$744K Buy
+9,984
New +$744K 0.26% 59