Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.64M Buy
20,895
+2,805
+16% +$891K 0.72% 44
2025
Q1
$4.69M Buy
18,090
+1,959
+12% +$508K 0.59% 46
2024
Q4
$6.51M Buy
16,131
+4,723
+41% +$1.91M 0.81% 40
2024
Q3
$2.01M Sell
11,408
-307
-3% -$54K 0.29% 63
2024
Q2
$2.32M Buy
11,715
+307
+3% +$60.7K 0.32% 56
2024
Q1
$2.01M Sell
11,408
-180
-2% -$31.6K 0.29% 64
2023
Q4
$2.88M Buy
11,588
+569
+5% +$141K 0.46% 51
2023
Q3
$2.76M Buy
11,019
+922
+9% +$231K 0.5% 48
2023
Q2
$2.64M Buy
+10,097
New +$2.64M 0.47% 51