Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.47M Buy
8,508
+245
+3% +$71.2K 0.74% 43
2025
Q1
$2.5M Buy
8,263
+259
+3% +$78.4K 0.92% 31
2024
Q4
$2.21M Buy
8,004
+87
+1% +$24K 0.79% 39
2024
Q3
$2.29M Buy
7,917
+31
+0.4% +$8.97K 0.85% 32
2024
Q2
$2.02M Buy
7,886
+178
+2% +$45.6K 0.83% 35
2024
Q1
$2M Sell
7,708
-193
-2% -$50.2K 0.88% 36
2023
Q4
$1.79M Buy
7,901
+75
+1% +$16.9K 0.85% 40
2023
Q3
$1.63M Buy
7,826
+56
+0.7% +$11.7K 0.89% 32
2023
Q2
$1.5M Buy
7,770
+269
+4% +$51.8K 0.82% 42
2023
Q1
$1.46M Buy
7,501
+429
+6% +$83.3K 0.85% 44
2022
Q4
$1.56M Buy
+7,072
New +$1.56M 1.07% 26