Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
26,949
+377
+1% +$18.2K 0.51% 70
2025
Q1
$1.47M Sell
26,572
-4,240
-14% -$235K 0.64% 55
2024
Q4
$1.49M Buy
30,812
+2,049
+7% +$98.8K 0.68% 57
2024
Q3
$1.66M Buy
28,763
+1,487
+5% +$85.7K 0.77% 47
2024
Q2
$1.32M Buy
27,276
+3,299
+14% +$160K 0.68% 53
2024
Q1
$1.17M Buy
23,977
+3,608
+18% +$175K 0.65% 57
2023
Q4
$1.01M Buy
20,369
+7,803
+62% +$388K 0.65% 56
2023
Q3
$684K Buy
12,566
+1,043
+9% +$56.8K 0.51% 70
2023
Q2
$621K Buy
11,523
+349
+3% +$18.8K 0.49% 71
2023
Q1
$608K Buy
11,174
+1,235
+12% +$67.2K 0.54% 67
2022
Q4
$481K Buy
+9,939
New +$481K 0.49% 73