Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.19M Buy
7,548
+50
+0.7% +$14.5K 0.89% 47
2025
Q1
$2.15M Buy
7,498
+128
+2% +$36.6K 0.99% 39
2024
Q4
$2.04M Buy
7,370
+46
+0.6% +$12.7K 0.87% 44
2024
Q3
$2.11M Buy
+7,324
New +$2.11M 0.94% 29
2024
Q2
Sell
-7,301
Closed -$1.88M 74
2024
Q1
$1.88M Buy
7,301
+165
+2% +$42.5K 0.91% 39
2023
Q4
$1.61M Buy
7,136
+26
+0.4% +$5.88K 0.85% 44
2023
Q3
$1.48M Buy
+7,110
New +$1.48M 0.92% 35
2023
Q1
$1.2M Buy
6,848
+198
+3% +$34.6K 1.09% 42
2022
Q4
$1.49M Buy
6,650
+151
+2% +$33.9K 0.92% 33
2022
Q3
$1.18M Buy
+6,499
New +$1.18M 0.75% 49