Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Buy
27,763
+2,580
+10% +$173K 0.74% 51
2025
Q1
$1.96M Sell
25,183
-3,610
-13% -$281K 0.86% 39
2024
Q4
$2.35M Buy
28,793
+3,222
+13% +$263K 1.08% 28
2024
Q3
$1.98M Buy
25,571
+739
+3% +$57.2K 0.92% 36
2024
Q2
$1.82M Buy
24,832
+10,401
+72% +$763K 0.94% 34
2024
Q1
$1.26M Sell
14,431
-912
-6% -$79.4K 0.7% 52
2023
Q4
$1.18M Buy
15,343
+4,521
+42% +$347K 0.75% 47
2023
Q3
$787K Buy
10,822
+528
+5% +$38.4K 0.58% 62
2023
Q2
$862K Buy
10,294
+988
+11% +$82.7K 0.68% 55
2023
Q1
$598K Buy
9,306
+486
+6% +$31.2K 0.53% 69
2022
Q4
$537K Buy
+8,820
New +$537K 0.54% 69