Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Hold
2,036
0.88% 27
2025
Q1
$1.38M Buy
2,036
+57
+3% +$38.8K 0.67% 32
2024
Q4
$1.25M Sell
1,979
-4,936
-71% -$3.11M 0.61% 31
2024
Q3
$5.36M Sell
6,915
-26
-0.4% -$20.1K 2.55% 25
2024
Q2
$5.72M Buy
6,941
+87
+1% +$71.7K 2.92% 17
2024
Q1
$4.79M Sell
6,854
-814
-11% -$569K 2.59% 27
2023
Q4
$4.46M Buy
7,668
+143
+2% +$83.1K 2.57% 22
2023
Q3
$3.45M Buy
7,525
+10
+0.1% +$4.59K 2.23% 24
2023
Q2
$3.58M Buy
7,515
+24
+0.3% +$11.4K 2.26% 25
2023
Q1
$2.99M Buy
7,491
+96
+1% +$38.3K 2.04% 27
2022
Q4
$2.79M Buy
+7,395
New +$2.79M 1.95% 29