Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.72M Buy
6,160
+77
+1% +$34K 0.1% 185
2025
Q1
$3.09M Buy
6,083
+280
+5% +$142K 0.13% 157
2024
Q4
$2.75M Sell
5,803
-94
-2% -$44.5K 0.11% 175
2024
Q3
$2.9M Buy
5,897
+91
+2% +$44.8K 0.12% 165
2024
Q2
$2.69M Buy
5,806
+97
+2% +$44.9K 0.12% 162
2024
Q1
$2.47M Buy
5,709
+767
+16% +$331K 0.11% 172
2023
Q4
$2.12M Buy
4,942
+1,066
+28% +$457K 0.11% 178
2023
Q3
$1.46M Buy
3,876
+366
+10% +$138K 0.08% 211
2023
Q2
$1.34M Buy
3,510
+131
+4% +$50K 0.07% 227
2023
Q1
$1.08M Buy
3,379
+127
+4% +$40.4K 0.07% 233
2022
Q4
$811K Buy
3,252
+656
+25% +$164K 0.05% 274
2022
Q3
$668K Buy
2,596
+706
+37% +$182K 0.05% 291
2022
Q2
$451K Buy
+1,890
New +$451K 0.03% 357