Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.94M Buy
10,534
+7,071
+204% +$1.97M 0.47% 36
2025
Q1
$1.08M Buy
3,463
+214
+7% +$66.7K 0.2% 65
2024
Q4
$847K Buy
3,249
+49
+2% +$12.8K 0.16% 68
2024
Q3
$1.03M Sell
3,200
-175
-5% -$56.4K 0.22% 61
2024
Q2
$1.05M Buy
3,375
+133
+4% +$41.6K 0.42% 48
2024
Q1
$922K Sell
3,242
-720
-18% -$205K 0.38% 54
2023
Q4
$1.14M Sell
3,962
-198
-5% -$57K 0.52% 36
2023
Q3
$1.12M Buy
4,160
+353
+9% +$94.9K 0.61% 36
2023
Q2
$845K Buy
3,807
+1,615
+74% +$359K 0.49% 40
2023
Q1
$551K Buy
2,192
+668
+44% +$168K 0.38% 42
2022
Q4
$400K Buy
+1,524
New +$400K 0.41% 46