Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.22M Buy
6,939
+30
+0.4% +$26.9K 0.63% 32
2025
Q1
$4.7M Buy
6,909
+641
+10% +$436K 0.51% 39
2024
Q4
$3.95M Buy
6,268
+364
+6% +$229K 0.42% 54
2024
Q3
$4.57M Sell
5,904
-117
-2% -$90.6K 0.59% 41
2024
Q2
$4.96M Sell
6,021
-101
-2% -$83.3K 0.67% 34
2024
Q1
$4.28M Buy
6,122
+115
+2% +$80.3K 0.58% 43
2023
Q4
$3.49M Sell
6,007
-141
-2% -$82K 0.54% 58
2023
Q3
$2.82M Sell
6,148
-22
-0.4% -$10.1K 0.43% 68
2023
Q2
$2.99M Buy
6,170
+24
+0.4% +$11.6K 0.44% 68
2023
Q1
$2.45M Buy
+6,146
New +$2.45M 0.38% 71