Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
10,758
+1,081
+11% +$170K 0.67% 54
2025
Q1
$1.71M Sell
9,677
-215
-2% -$37.9K 0.75% 48
2024
Q4
$1.94M Buy
9,892
+2,419
+32% +$475K 0.89% 37
2024
Q3
$1.77M Sell
7,473
-515
-6% -$122K 0.82% 42
2024
Q2
$1.69M Buy
7,988
+615
+8% +$130K 0.87% 42
2024
Q1
$1.86M Buy
7,373
+398
+6% +$101K 1.04% 30
2023
Q4
$1.61M Buy
6,975
+505
+8% +$117K 1.03% 30
2023
Q3
$1.3M Buy
6,470
+372
+6% +$74.7K 0.96% 36
2023
Q2
$1.37M Buy
6,098
+619
+11% +$139K 1.08% 28
2023
Q1
$1.09M Sell
5,479
-302
-5% -$60.1K 0.97% 34
2022
Q4
$1.18M Buy
+5,781
New +$1.18M 1.2% 21