Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
9,586
+293
+3% +$46.3K 0.71% 34
2025
Q1
$1.01M Buy
9,293
+937
+11% +$102K 0.5% 48
2024
Q4
$1.12M Buy
8,356
+732
+10% +$98.3K 0.55% 41
2024
Q3
$926K Buy
7,624
+1,185
+18% +$144K 0.46% 48
2024
Q2
$795K Buy
6,439
+329
+5% +$40.6K 0.45% 51
2024
Q1
$552K Buy
6,110
+850
+16% +$76.8K 0.32% 67
2023
Q4
$260K Sell
5,260
-20
-0.4% -$989 0.17% 115
2023
Q3
$230K Buy
5,280
+20
+0.4% +$871 0.17% 122
2023
Q2
$223K Buy
+5,260
New +$223K 0.16% 127