Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
3,711
+81
+2% +$31.3K 0.57% 63
2025
Q1
$1.39M Buy
3,630
+532
+17% +$204K 0.61% 61
2024
Q4
$1.38M Buy
3,098
+302
+11% +$134K 0.63% 61
2024
Q3
$1.45M Buy
2,796
+76
+3% +$39.4K 0.67% 56
2024
Q2
$1.51M Buy
2,720
+717
+36% +$398K 0.78% 47
2024
Q1
$1.01M Sell
2,003
-274
-12% -$138K 0.57% 67
2023
Q4
$1.36M Sell
2,277
-127
-5% -$75.8K 0.87% 40
2023
Q3
$1.24M Sell
2,404
-449
-16% -$232K 0.92% 39
2023
Q2
$1.4M Buy
2,853
+1,261
+79% +$617K 1.1% 24
2023
Q1
$614K Buy
1,592
+84
+6% +$32.4K 0.54% 66
2022
Q4
$507K Buy
+1,508
New +$507K 0.51% 71