Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.91M Sell
18,609
-572
-3% -$182K 0.64% 34
2025
Q1
$4.97M Buy
19,181
+3,866
+25% +$1M 0.57% 33
2024
Q4
$6.18M Sell
15,315
-38
-0.2% -$15.3K 0.7% 28
2024
Q3
$4.02M Buy
15,353
+2,693
+21% +$705K 0.47% 50
2024
Q2
$2.51M Buy
12,660
+2,015
+19% +$399K 0.51% 44
2024
Q1
$1.87M Buy
10,645
+3,218
+43% +$566K 0.38% 63
2023
Q4
$1.85M Buy
7,427
+420
+6% +$104K 0.32% 33
2023
Q3
$1.75M Buy
+7,007
New +$1.75M 0.58% 35