Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.65M Buy
174,381
+3,121
+2% +$65.3K 0.23% 107
2025
Q1
$4.11M Buy
171,260
+2,622
+2% +$62.9K 0.26% 95
2024
Q4
$3.6M Buy
168,638
+88,307
+110% +$1.89M 0.23% 109
2024
Q3
$1.86M Buy
80,331
+2,434
+3% +$56.3K 0.12% 190
2024
Q2
$1.42M Sell
77,897
-350
-0.4% -$6.36K 0.16% 162
2024
Q1
$1.68M Sell
78,247
-58,315
-43% -$1.25M 0.17% 145
2023
Q4
$2.94M Buy
+136,562
New +$2.94M 0.33% 79