Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.08M Buy
15,015
+38
+0.3% +$7.8K 1.51% 13
2025
Q1
$3.33M Sell
14,977
-17
-0.1% -$3.78K 1.76% 12
2024
Q4
$3.75M Sell
14,994
-13
-0.1% -$3.26K 2.03% 11
2024
Q3
$3.5M Sell
15,007
-349
-2% -$81.3K 1.89% 11
2024
Q2
$3.23M Hold
15,356
1.87% 11
2024
Q1
$2.63M Buy
15,356
+376
+3% +$64.5K 1.54% 14
2023
Q4
$2.88M Sell
14,980
-928
-6% -$179K 1.82% 13
2023
Q3
$2.72M Buy
15,908
+351
+2% +$60.1K 1.89% 12
2023
Q2
$3.02M Sell
15,557
-7,514
-33% -$1.46M 2.19% 12
2023
Q1
$3.8M Buy
23,071
+15,782
+217% +$2.6M 2.85% 10
2022
Q4
$947K Buy
+7,289
New +$947K 0.78% 22