Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.1M Buy
3,457
+850
+33% +$761K 1.16% 24
2025
Q1
$1.77M Buy
2,607
+681
+35% +$463K 0.73% 41
2024
Q4
$1.21M Sell
1,926
-33
-2% -$20.8K 0.48% 47
2024
Q3
$1.52M Sell
1,959
-89
-4% -$68.9K 0.61% 43
2024
Q2
$1.69M Sell
2,048
-17
-0.8% -$14K 0.71% 36
2024
Q1
$1.44M Sell
2,065
-482
-19% -$337K 0.61% 47
2023
Q4
$1.48M Sell
2,547
-158
-6% -$91.8K 0.69% 45
2023
Q3
$1.24M Buy
2,705
+28
+1% +$12.8K 0.62% 47
2023
Q2
$1.3M Buy
+2,677
New +$1.3M 0.64% 43