Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
6,971
+24
+0.3% +$5.44K 1.18% 18
2025
Q1
$1.15M Buy
6,947
+343
+5% +$56.9K 0.9% 24
2024
Q4
$1.3M Buy
6,604
+87
+1% +$17.2K 0.99% 19
2024
Q3
$1.13M Sell
6,517
-529
-8% -$91.9K 0.87% 22
2024
Q2
$1.22M Sell
7,046
-501
-7% -$87.1K 0.91% 19
2024
Q1
$1.03M Sell
7,547
-30
-0.4% -$4.08K 0.85% 27
2023
Q4
$788K Sell
7,577
-336
-4% -$34.9K 0.68% 35
2023
Q3
$688K Buy
7,913
+142
+2% +$12.3K 0.65% 38
2023
Q2
$784K Sell
7,771
-9
-0.1% -$908 0.72% 33
2023
Q1
$724K Buy
7,780
+764
+11% +$71.1K 0.68% 32
2022
Q4
$523K Buy
+7,016
New +$523K 0.48% 41