Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.59M Buy
15,832
+910
+6% +$206K 1.42% 16
2025
Q1
$2.48M Buy
14,922
+287
+2% +$47.6K 1.08% 28
2024
Q4
$2.89M Buy
14,635
+880
+6% +$174K 1.33% 19
2024
Q3
$2.39M Buy
13,755
+4,907
+55% +$852K 1.11% 27
2024
Q2
$1.54M Sell
8,848
-902
-9% -$157K 0.8% 44
2024
Q1
$1.33M Sell
9,750
-13
-0.1% -$1.77K 0.74% 48
2023
Q4
$1.02M Buy
9,763
+847
+9% +$88.1K 0.65% 55
2023
Q3
$794K Buy
8,916
+638
+8% +$56.8K 0.59% 60
2023
Q2
$835K Sell
8,278
-58
-0.7% -$5.85K 0.66% 56
2023
Q1
$775K Sell
8,336
-2,140
-20% -$199K 0.69% 52
2022
Q4
$780K Buy
+10,476
New +$780K 0.79% 45