Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.56M Buy
23,410
+6,197
+36% +$943K 1.24% 29
2025
Q1
$2.53M Sell
17,213
-1,589
-8% -$233K 1.07% 39
2024
Q4
$2.43M Buy
18,802
+1,003
+6% +$129K 1.01% 43
2024
Q3
$2.43M Buy
17,799
+1,278
+8% +$175K 1.2% 34
2024
Q2
$1.69M Sell
16,521
-2,662
-14% -$272K 0.8% 51
2024
Q1
$1.7M Buy
19,183
+5,625
+41% +$499K 0.83% 53
2023
Q4
$1.24M Buy
+13,558
New +$1.24M 0.78% 52