Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.93M Buy
140,145
+2,218
+2% +$46.4K 0.37% 77
2025
Q1
$3.31M Buy
137,927
+19
+0% +$456 0.44% 65
2024
Q4
$2.94M Sell
137,908
-51,582
-27% -$1.1M 0.38% 71
2024
Q3
$4.38M Sell
189,490
-5,081
-3% -$118K 0.56% 56
2024
Q2
$3.54M Sell
194,571
-10,829
-5% -$197K 0.48% 61
2024
Q1
$4.41M Buy
205,400
+1,271
+0.6% +$27.3K 0.6% 54
2023
Q4
$4.39M Buy
204,129
+15,870
+8% +$342K 0.69% 45
2023
Q3
$3.78M Buy
+188,259
New +$3.78M 0.65% 54