Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
7,180
+298
+4% +$83.2K 1.25% 24
2025
Q1
$2.14M Buy
6,882
+13
+0.2% +$4.05K 1.46% 21
2024
Q4
$1.79M Buy
6,869
+389
+6% +$101K 1.2% 23
2024
Q3
$2.09M Buy
6,480
+3
+0% +$967 1.44% 22
2024
Q2
$2.02M Buy
6,477
+32
+0.5% +$10K 1.57% 22
2024
Q1
$1.83M Buy
6,445
+4
+0.1% +$1.14K 1.54% 21
2023
Q4
$1.86M Buy
6,441
+8
+0.1% +$2.3K 1.72% 18
2023
Q3
$1.73M Sell
6,433
-51
-0.8% -$13.7K 1.77% 18
2023
Q2
$1.44M Buy
6,484
+1,176
+22% +$261K 1.38% 20
2023
Q1
$1.39M Hold
5,308
1.39% 20
2022
Q4
$1.39M Sell
5,308
-57
-1% -$15K 1.39% 20
2022
Q3
$1.21M Hold
5,365
1.3% 21
2022
Q2
$1.31M Hold
5,365
1.36% 20
2022
Q1
$1.3M Buy
5,365
+50
+0.9% +$12.1K 1.14% 21
2021
Q4
$1.2M Buy
+5,315
New +$1.2M 1.08% 20