Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.38M Buy
2,658
+141
+6% +$126K 1.03% 25
2025
Q1
$1.71M Buy
2,517
+52
+2% +$35.4K 0.85% 32
2024
Q4
$1.55M Buy
2,465
+133
+6% +$83.8K 0.79% 33
2024
Q3
$1.81M Sell
2,332
-81
-3% -$62.7K 0.98% 27
2024
Q2
$1.99M Sell
2,413
-3
-0.1% -$2.47K 1.22% 18
2024
Q1
$1.69M Buy
2,416
+112
+5% +$78.2K 1.14% 26
2023
Q4
$1.34M Buy
2,304
+37
+2% +$21.5K 1.07% 30
2023
Q3
$1.04M Buy
2,267
+95
+4% +$43.6K 0.98% 30
2023
Q2
$1.05M Sell
2,172
-790
-27% -$383K 1% 29
2023
Q1
$1.18M Buy
2,962
+64
+2% +$25.6K 1.16% 25
2022
Q4
$1.09M Buy
+2,898
New +$1.09M 1.17% 26