Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.84M Sell
16,900
-15
-0.1% -$3.41K 0.79% 46
2025
Q1
$4.12M Buy
16,915
+451
+3% +$110K 0.92% 41
2024
Q4
$4.63M Hold
16,464
1.01% 36
2024
Q3
$4.51M Sell
16,464
-5,106
-24% -$1.4M 1.03% 34
2024
Q2
$6.47M Buy
21,570
+489
+2% +$147K 1.61% 23
2024
Q1
$6.11M Buy
21,081
+671
+3% +$194K 1.54% 23
2023
Q4
$5.16M Buy
20,410
+629
+3% +$159K 1.43% 27
2023
Q3
$5.24M Buy
19,781
+312
+2% +$82.7K 1.6% 21
2023
Q2
$4.83M Buy
19,469
+251
+1% +$62.2K 1.48% 26
2023
Q1
$4.39M Buy
19,218
+567
+3% +$130K 1.42% 27
2022
Q4
$3.51M Buy
+18,651
New +$3.51M 1.16% 33