Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.82M Buy
73,081
+2,643
+4% +$247K 1.24% 19
2025
Q1
$5.13M Buy
70,438
+476
+0.7% +$34.7K 1.02% 28
2024
Q4
$4.22M Buy
69,962
+1,214
+2% +$73.2K 0.78% 34
2024
Q3
$5.17M Buy
68,748
+5,451
+9% +$410K 0.94% 28
2024
Q2
$4.6M Buy
63,297
+61,260
+3,007% +$4.45M 0.88% 33
2024
Q1
$157K Sell
2,037
-737
-27% -$56.7K 0.03% 237
2023
Q4
$171K Hold
2,774
0.04% 229
2023
Q3
$128K Hold
2,774
0.03% 240
2023
Q2
$120K Hold
2,774
0.03% 237
2023
Q1
$87.9K Hold
2,774
0.02% 259
2022
Q4
$68.6K Buy
+2,774
New +$68.6K 0.02% 281