Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.23M Buy
351,858
+7,624
+2% +$70.1K 1.51% 42
2025
Q1
$3.34M Buy
344,234
+13,812
+4% +$134K 1.6% 40
2024
Q4
$3.11M Buy
330,422
+3,173
+1% +$29.9K 1.56% 36
2024
Q3
$3.71M Sell
327,249
-9,249
-3% -$105K 1.8% 25
2024
Q2
$3.29M Buy
336,498
+22,180
+7% +$217K 1.72% 27
2024
Q1
$2.99M Buy
314,318
+90,415
+40% +$860K 1.54% 41
2023
Q4
$2.16M Sell
223,903
-71,047
-24% -$685K 1.37% 44
2023
Q3
$2.7M Buy
294,950
+3,292
+1% +$30.2K 1.69% 33
2023
Q2
$2.91M Sell
291,658
-4,898
-2% -$48.9K 1.73% 29
2023
Q1
$3.38M Buy
296,556
+20,434
+7% +$233K 1.97% 19
2022
Q4
$3.29M Buy
276,122
+8,621
+3% +$103K 1.91% 25
2022
Q3
$2.87M Buy
267,501
+5,509
+2% +$59.1K 1.89% 15
2022
Q2
$3.26M Buy
+261,992
New +$3.26M 2.1% 11