Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.56M Buy
60,546
+1,704
+3% +$156K 0.93% 33
2025
Q1
$5.18M Buy
58,842
+1,054
+2% +$92.7K 1% 29
2024
Q4
$5.35M Sell
57,788
-1,406
-2% -$130K 1.01% 27
2024
Q3
$5.49M Buy
59,194
+1,551
+3% +$144K 1.04% 30
2024
Q2
$4.32M Buy
57,643
+3,397
+6% +$255K 0.88% 38
2024
Q1
$4.68M Buy
54,246
+231
+0.4% +$19.9K 0.99% 39
2023
Q4
$3.74M Buy
54,015
+23,205
+75% +$1.6M 0.87% 50
2023
Q3
$1.69M Buy
+30,810
New +$1.69M 0.45% 73