Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.54M Buy
3,172
+251
+9% +$201K 0.15% 128
2025
Q1
$1.94M Sell
2,921
-52
-2% -$34.5K 0.12% 164
2024
Q4
$2.06M Sell
2,973
-215
-7% -$149K 0.13% 151
2024
Q3
$2.66M Buy
3,188
+382
+14% +$318K 0.17% 108
2024
Q2
$2.87M Buy
2,806
+879
+46% +$899K 0.2% 91
2024
Q1
$1.87M Buy
1,927
+547
+40% +$531K 0.11% 205
2023
Q4
$1.04M Sell
1,380
-197
-12% -$149K 0.19% 130
2023
Q3
$928K Buy
1,577
+477
+43% +$281K 0.17% 129
2023
Q2
$797K Buy
1,100
+403
+58% +$292K 0.14% 155
2023
Q1
$474K Buy
+697
New +$474K 0.1% 246