Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.56M Buy
25,674
+14,845
+137% +$4.37M 0.83% 11
2025
Q1
$2.88M Buy
10,829
+354
+3% +$94.3K 0.37% 66
2024
Q4
$2.63M Sell
10,475
-94
-0.9% -$23.6K 0.33% 73
2024
Q3
$2.33M Buy
10,569
+6
+0.1% +$1.32K 0.32% 89
2024
Q2
$1.82M Buy
10,563
+117
+1% +$20.2K 0.28% 116
2024
Q1
$1.98M Buy
10,446
+20
+0.2% +$3.79K 0.32% 96
2023
Q4
$1.87M Sell
10,426
-45
-0.4% -$8.05K 0.35% 82
2023
Q3
$1.69M Buy
10,471
+2,512
+32% +$405K 0.38% 70
2023
Q2
$1.16M Buy
7,959
+40
+0.5% +$5.85K 0.26% 164
2023
Q1
$1.15M Buy
7,919
+240
+3% +$35K 0.29% 146
2022
Q4
$1.1M Buy
+7,679
New +$1.1M 0.31% 139