Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.28M Buy
19,635
+853
+5% +$186K 0.17% 26
2025
Q1
$2.56M Hold
18,782
0.11% 57
2024
Q4
$2.7M Buy
18,782
+1,704
+10% +$245K 0.12% 48
2024
Q3
$2.05M Hold
17,078
0.09% 83
2024
Q2
$1.86M Sell
17,078
-4,615
-21% -$502K 0.09% 89
2024
Q1
$2.91M Hold
21,693
0.13% 38
2023
Q4
$2.76M Hold
21,693
0.14% 31
2023
Q3
$2.75M Buy
21,693
+247
+1% +$31.3K 0.15% 24
2023
Q2
$2.31M Buy
+21,446
New +$2.31M 0.12% 31