Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.54M Buy
4,132
+821
+25% +$504K 0.14% 94
2024
Q4
$2.08M Buy
3,311
+4
+0.1% +$2.51K 0.12% 103
2024
Q3
$2.05M Buy
3,307
+34
+1% +$21.1K 0.11% 103
2024
Q2
$2.15M Sell
3,273
-9
-0.3% -$5.92K 0.13% 84
2024
Q1
$2.13M Sell
3,282
-6
-0.2% -$3.9K 0.12% 83
2023
Q4
$2.06M Sell
3,288
-36
-1% -$22.5K 0.13% 79
2023
Q3
$1.7M Buy
3,324
+98
+3% +$50.1K 0.11% 82
2023
Q2
$1.48M Buy
+3,226
New +$1.48M 0.09% 87