Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Buy
13,622
+29
+0.2% +$4.42K 0.99% 31
2025
Q1
$2M Buy
13,593
+290
+2% +$42.6K 1.05% 30
2024
Q4
$1.72M Sell
13,303
-300
-2% -$38.7K 0.92% 32
2024
Q3
$1.86M Buy
13,603
+92
+0.7% +$12.6K 1% 29
2024
Q2
$1.38M Buy
+13,511
New +$1.38M 0.8% 35
2024
Q1
Sell
-15,111
Closed -$1.38M 71
2023
Q4
$1.38M Buy
15,111
+294
+2% +$26.9K 0.94% 34
2023
Q3
$1.16M Buy
+14,817
New +$1.16M 0.89% 36