Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.02M Buy
9,877
+638
+7% +$260K 0.57% 51
2025
Q1
$3.12M Buy
9,239
+500
+6% +$169K 0.56% 48
2024
Q4
$2.91M Buy
8,739
+279
+3% +$92.9K 0.5% 49
2024
Q3
$2.47M Hold
8,460
0.43% 54
2024
Q2
$2.31M Buy
8,460
+595
+8% +$163K 0.42% 53
2024
Q1
$2.09M Sell
7,865
-1,210
-13% -$321K 0.37% 57
2023
Q4
$1.99M Sell
9,075
-8,303
-48% -$1.82M 0.41% 50
2023
Q3
$2.85M Hold
17,378
0.57% 39
2023
Q2
$2.72M Sell
17,378
-2,259
-12% -$353K 0.48% 40
2023
Q1
$2.91M Buy
+19,637
New +$2.91M 0.42% 43