Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Buy
17,001
+2,026
+14% +$248K 1.43% 19
2025
Q1
$1.36M Buy
14,975
+125
+0.8% +$11.4K 1.28% 24
2024
Q4
$1.71M Sell
14,850
-250
-2% -$28.8K 1.56% 17
2024
Q3
$1.79M Buy
15,100
+975
+7% +$116K 1.7% 14
2024
Q2
$1.95M Sell
14,125
-2,550
-15% -$352K 1.82% 12
2024
Q1
$1.9M Buy
16,675
+450
+3% +$51.3K 1.91% 12
2023
Q4
$1.24M Sell
16,225
-19,164
-54% -$1.47M 1.33% 28
2023
Q3
$1.17M Buy
35,389
+18,164
+105% +$602K 1.3% 24
2023
Q2
$870K Sell
17,225
-1,300
-7% -$65.6K 0.85% 40
2023
Q1
$745K Buy
18,525
+3,450
+23% +$139K 0.82% 48
2022
Q4
$606K Buy
+15,075
New +$606K 0.67% 48