Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.88M Buy
4,857
+1,001
+26% +$387K 0.87% 44
2025
Q1
$1.48M Buy
3,856
+70
+2% +$26.8K 0.78% 48
2024
Q4
$1.68M Buy
3,786
+109
+3% +$48.5K 0.8% 46
2024
Q3
$1.9M Buy
3,677
+14
+0.4% +$7.25K 0.96% 45
2024
Q2
$2.03M Buy
3,663
+691
+23% +$384K 1.08% 41
2024
Q1
$1.5M Buy
2,972
+105
+4% +$53K 0.79% 49
2023
Q4
$1.71M Buy
2,867
+3
+0.1% +$1.79K 1.03% 40
2023
Q3
$1.46M Sell
2,864
-128
-4% -$65.3K 0.99% 41
2023
Q2
$1.46M Sell
2,992
-631
-17% -$309K 1.01% 40
2023
Q1
$1.4M Buy
3,623
+3,618
+72,360% +$1.39M 0.93% 43
2022
Q4
$1.68K Buy
+5
New +$1.68K ﹤0.01% 149