Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
2,537
+5
+0.2% +$3.94K 0.65% 59
2025
Q1
$1.55M Buy
2,532
+72
+3% +$44.2K 0.53% 65
2024
Q4
$1.54M Buy
2,460
+80
+3% +$50.1K 0.52% 65
2024
Q3
$1.48M Buy
2,380
+101
+4% +$62.7K 0.49% 70
2024
Q2
$1.5M Buy
2,279
+44
+2% +$28.9K 0.54% 64
2024
Q1
$1.45M Buy
2,235
+164
+8% +$107K 0.52% 69
2023
Q4
$1.29M Buy
2,071
+23
+1% +$14.4K 0.49% 69
2023
Q3
$1.05M Buy
2,048
+46
+2% +$23.5K 0.44% 73
2023
Q2
$917K Buy
2,002
+15
+0.8% +$6.87K 0.37% 76
2023
Q1
$886K Buy
1,987
+154
+8% +$68.7K 0.38% 79
2022
Q4
$737K Buy
1,833
+118
+7% +$47.4K 0.32% 83
2022
Q3
$664K Buy
1,715
+81
+5% +$31.4K 0.33% 81
2022
Q2
$631K Buy
1,634
+148
+10% +$57.2K 0.3% 84
2022
Q1
$715K Buy
+1,486
New +$715K 0.3% 85