Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
8,385
+285
+4% +$53.9K 0.69% 43
2025
Q1
$1.9M Buy
8,100
+316
+4% +$74.1K 0.92% 34
2024
Q4
$3.07M Buy
7,784
+245
+3% +$96.5K 1.45% 25
2024
Q3
$2.52M Sell
7,539
-70
-0.9% -$23.4K 1.22% 30
2024
Q2
$1.86M Buy
7,609
+3,190
+72% +$780K 0.92% 39
2024
Q1
$1.54M Buy
4,419
+322
+8% +$112K 0.78% 45
2023
Q4
$1.19M Buy
+4,097
New +$1.19M 0.68% 46