Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.16M Buy
151,175
+3,013
+2% +$63.1K 1.47% 44
2025
Q1
$3.55M Buy
148,162
+62,899
+74% +$1.51M 1.7% 30
2024
Q4
$1.82M Buy
85,263
+4,470
+6% +$95.4K 0.91% 49
2024
Q3
$1.87M Sell
80,793
-433
-0.5% -$10K 0.91% 50
2024
Q2
$1.48M Buy
81,226
+184
+0.2% +$3.35K 0.77% 48
2024
Q1
$1.74M Buy
81,042
+15,894
+24% +$341K 0.89% 48
2023
Q4
$1.4M Sell
65,148
-14,348
-18% -$309K 0.89% 49
2023
Q3
$1.6M Buy
+79,496
New +$1.6M 1% 49