Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.63M Buy
38,914
+280
+0.7% +$26.1K 0.65% 34
2025
Q1
$2.81M Buy
38,634
+3,868
+11% +$282K 0.54% 49
2024
Q4
$2.1M Sell
34,766
-4,545
-12% -$274K 0.4% 56
2024
Q3
$2.95M Buy
39,311
+4,641
+13% +$349K 0.56% 46
2024
Q2
$2.52M Buy
34,670
+1,524
+5% +$111K 0.51% 48
2024
Q1
$2.55M Buy
33,146
+6,172
+23% +$475K 0.53% 47
2023
Q4
$1.66M Buy
26,974
+11,982
+80% +$738K 0.4% 64
2023
Q3
$689K Buy
+14,992
New +$689K 0.18% 95
2022
Q3
Sell
-32
Closed -$1K 478
2022
Q2
$1K Hold
32
﹤0.01% 486
2022
Q1
$1K Hold
32
﹤0.01% 508
2021
Q4
$1K Buy
+32
New +$1K ﹤0.01% 498