Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.15M Buy
6,509
+12
+0.2% +$3.97K 0.7% 54
2025
Q1
$2.14M Buy
6,497
+31
+0.5% +$10.2K 0.73% 54
2024
Q4
$1.81M Buy
6,466
+58
+0.9% +$16.2K 0.61% 62
2024
Q3
$2.22M Buy
6,408
+129
+2% +$44.7K 0.74% 51
2024
Q2
$2.08M Sell
6,279
-42
-0.7% -$13.9K 0.74% 52
2024
Q1
$2.3M Sell
6,321
-321
-5% -$117K 0.83% 48
2023
Q4
$1.99M Sell
6,642
-14
-0.2% -$4.19K 0.76% 51
2023
Q3
$1.9M Buy
6,656
+103
+2% +$29.5K 0.8% 48
2023
Q2
$1.84M Sell
6,553
-40
-0.6% -$11.2K 0.74% 51
2023
Q1
$1.68M Buy
6,593
+235
+4% +$60.1K 0.72% 54
2022
Q4
$1.99M Sell
6,358
-34
-0.5% -$10.7K 0.87% 47
2022
Q3
$1.77M Buy
6,392
+37
+0.6% +$10.3K 0.89% 47
2022
Q2
$1.78M Buy
6,355
+63
+1% +$17.6K 0.84% 49
2022
Q1
$1.51M Buy
+6,292
New +$1.51M 0.63% 61
2019
Q1
Sell
-95
Closed -$18K 121
2018
Q4
$18K Buy
+95
New +$18K 0.02% 136