Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
6,850
+302
+5% +$66.3K 0.46% 46
2025
Q1
$1.25M Buy
6,548
+403
+7% +$76.7K 0.39% 53
2024
Q4
$1.35M Buy
+6,145
New +$1.35M 0.41% 49
2024
Q2
$1.23M Sell
6,377
-389
-6% -$75.2K 0.39% 52
2024
Q1
$1.22M Buy
6,766
+97
+1% +$17.5K 0.37% 51
2023
Q4
$1.01M Sell
6,669
-717
-10% -$109K 0.32% 59
2023
Q3
$939K Hold
7,386
0.33% 60
2023
Q2
$1.02M Buy
+7,386
New +$1.02M 0.34% 55
2019
Q3
$1.18M Buy
+126,420
New +$1.18M 0.36% 56