Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Buy
12,792
+175
+1% +$27.6K 0.61% 57
2025
Q1
$1.37M Sell
12,617
-6
-0% -$650 0.44% 74
2024
Q4
$1.7M Sell
12,623
-81
-0.6% -$10.9K 0.53% 64
2024
Q3
$1.54M Buy
12,704
+2
+0% +$243 0.47% 66
2024
Q2
$1.57M Buy
12,702
+372
+3% +$46K 0.5% 67
2024
Q1
$1.11M Sell
12,330
-990
-7% -$89.5K 0.36% 81
2023
Q4
$660K Buy
13,320
+20
+0.2% +$990 0.23% 104
2023
Q3
$579K Sell
13,300
-340
-2% -$14.8K 0.22% 103
2023
Q2
$577K Sell
13,640
-890
-6% -$37.6K 0.21% 103
2023
Q1
$404K Buy
+14,530
New +$404K 0.15% 121