Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Buy
1,952
+2
+0.1% +$1.79K 0.68% 44
2025
Q1
$1.24M Buy
1,950
+53
+3% +$33.6K 0.54% 51
2024
Q4
$1.2M Buy
1,897
+211
+13% +$133K 0.51% 53
2024
Q3
$1.31M Buy
1,686
+25
+2% +$19.4K 0.54% 49
2024
Q2
$1.37M Sell
1,661
-29
-2% -$23.9K 0.6% 45
2024
Q1
$1.18M Sell
1,690
-118
-7% -$82.4K 0.52% 52
2023
Q4
$1.05M Sell
1,808
-79
-4% -$45.9K 0.49% 53
2023
Q3
$866K Sell
1,887
-8
-0.4% -$3.67K 0.44% 55
2023
Q2
$919K Buy
1,895
+221
+13% +$107K 0.45% 54
2023
Q1
$668K Buy
+1,674
New +$668K 0.35% 59