Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.22M Buy
14,220
+160
+1% +$36.2K 1.42% 13
2025
Q1
$2.34M Buy
14,060
+1,189
+9% +$198K 1.02% 29
2024
Q4
$2.54M Sell
12,871
-84
-0.6% -$16.6K 1.46% 16
2024
Q3
$2.25M Buy
12,955
+662
+5% +$115K 1.28% 20
2024
Q2
$2.14M Buy
12,293
+468
+4% +$81.3K 1.32% 19
2024
Q1
$1.61M Buy
11,825
+6,943
+142% +$945K 1.1% 28
2023
Q4
$510K Buy
+4,882
New +$510K 0.67% 55