Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Buy
10,309
+7
+0.1% +$1.3K 0.92% 20
2025
Q1
$2.16M Buy
10,302
+176
+2% +$36.9K 1.16% 18
2024
Q4
$1.8M Buy
10,126
+2,686
+36% +$477K 0.94% 20
2024
Q3
$1.47M Sell
7,440
-2
-0% -$395 1.2% 20
2024
Q2
$1.28M Hold
7,442
1.13% 21
2024
Q1
$1.36M Sell
7,442
-200
-3% -$36.4K 1.25% 20
2023
Q4
$1.18M Buy
+7,642
New +$1.18M 1.15% 20