Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Sell
53,343
-775
-1% -$27.7K 0.59% 41
2025
Q1
$2M Buy
54,118
+43,258
+398% +$1.6M 0.63% 42
2024
Q4
$408K Buy
+10,860
New +$408K 0.13% 90
2024
Q2
$1.82M Sell
46,557
-1,584
-3% -$62K 0.58% 44
2024
Q1
$2.09M Buy
48,141
+538
+1% +$23.3K 0.64% 40
2023
Q4
$2.09M Buy
47,603
+146
+0.3% +$6.4K 0.67% 39
2023
Q3
$2.1M Buy
47,457
+22,568
+91% +$1M 0.74% 29
2023
Q2
$1.15M Buy
+24,889
New +$1.15M 0.38% 47
2019
Q3
$1.94M Buy
+46,421
New +$1.94M 0.59% 44