Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
4,477
+655
+17% +$208K 0.45% 53
2025
Q1
$991K Buy
3,822
+956
+33% +$248K 0.33% 66
2024
Q4
$1.16M Buy
2,866
+126
+5% +$50.9K 0.41% 53
2024
Q3
$717K Buy
2,740
+10
+0.4% +$2.62K 0.26% 86
2024
Q2
$540K Buy
2,730
+1,485
+119% +$294K 0.22% 99
2024
Q1
$219K Buy
1,245
+55
+5% +$9.68K 0.1% 174
2023
Q4
$296K Sell
1,190
-70
-6% -$17.4K 0.15% 135
2023
Q3
$315K Buy
1,260
+40
+3% +$10K 0.17% 119
2023
Q2
$319K Buy
1,220
+20
+2% +$5.23K 0.17% 121
2023
Q1
$249K Buy
1,200
+100
+9% +$20.8K 0.14% 145
2022
Q4
$135K Buy
1,100
+64
+6% +$7.86K 0.08% 190
2022
Q3
$275K Buy
1,036
+430
+71% +$114K 0.19% 116
2022
Q2
$136K Buy
606
+75
+14% +$16.8K 0.09% 182
2022
Q1
$191K Hold
531
0.12% 158
2021
Q4
$187K Buy
+531
New +$187K 0.12% 166