Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
7,052
+52
+0.7% +$12.8K 0.16% 89
2025
Q1
$1.28M Buy
7,000
+177
+3% +$32.4K 0.13% 101
2024
Q4
$1.14M Buy
6,823
+338
+5% +$56.7K 0.12% 109
2024
Q3
$926K Sell
6,485
-46,734
-88% -$6.67M 0.1% 134
2024
Q2
$5.79M Buy
53,219
+536
+1% +$58.3K 0.46% 37
2024
Q1
$7.26M Buy
52,683
+164
+0.3% +$22.6K 0.64% 36
2023
Q4
$5.19M Buy
52,519
+7
+0% +$692 0.53% 36
2023
Q3
$4.17M Buy
52,512
+24
+0% +$1.91K 0.49% 37
2023
Q2
$4.01M Buy
52,488
+17
+0% +$1.3K 0.46% 37
2023
Q1
$3.34M Buy
52,471
+14
+0% +$890 0.49% 33
2022
Q4
$2.56M Buy
52,457
+14
+0% +$683 0.41% 38
2022
Q3
$2.59M Buy
52,443
+14
+0% +$692 0.6% 25
2022
Q2
$3.36M Buy
+52,429
New +$3.36M 0.88% 19