Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
3,273
+257
+9% +$91.7K 0.58% 43
2025
Q1
$820K Buy
3,016
+263
+10% +$71.5K 0.44% 64
2024
Q4
$914K Sell
2,753
-48
-2% -$15.9K 0.5% 55
2024
Q3
$928K Buy
2,801
+160
+6% +$53K 0.51% 52
2024
Q2
$828K Buy
2,641
+25
+1% +$7.84K 0.49% 56
2024
Q1
$818K Sell
2,616
-14
-0.5% -$4.38K 0.5% 56
2023
Q4
$633K Buy
2,630
+71
+3% +$17.1K 0.42% 65
2023
Q3
$546K Buy
2,559
+102
+4% +$21.8K 0.4% 69
2023
Q2
$494K Buy
2,457
+267
+12% +$53.7K 0.35% 78
2023
Q1
$375K Buy
2,190
+79
+4% +$13.5K 0.28% 103
2022
Q4
$331K Buy
+2,111
New +$331K 0.25% 111