Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Buy
4,305
+85
+2% +$30.2K 0.44% 34
2025
Q1
$1.48M Buy
4,220
+356
+9% +$125K 0.67% 27
2024
Q4
$1.22M Sell
3,864
-114
-3% -$36K 0.57% 29
2024
Q3
$1.09M Buy
3,978
+5
+0.1% +$1.38K 0.56% 25
2024
Q2
$1.04M Buy
3,973
+859
+28% +$225K 0.65% 23
2024
Q1
$869K Sell
3,114
-122
-4% -$34K 0.65% 24
2023
Q4
$843K Sell
3,236
-953
-23% -$248K 0.76% 20
2023
Q3
$991K Buy
4,189
+68
+2% +$16.1K 0.63% 34
2023
Q2
$994K Buy
+4,121
New +$994K 0.65% 34