Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.99M Buy
16,082
+101
+0.6% +$18.7K 0.73% 36
2025
Q1
$3.35M Buy
15,981
+193
+1% +$40.4K 0.94% 30
2024
Q4
$2.81M Buy
15,788
+239
+2% +$42.5K 0.82% 31
2024
Q3
$3.07M Buy
15,549
+253
+2% +$50K 0.92% 26
2024
Q2
$2.62M Buy
15,296
+1,223
+9% +$210K 0.85% 27
2024
Q1
$2.56M Buy
+14,073
New +$2.56M 0.9% 26
2023
Q2
$1.84M Sell
13,694
-138
-1% -$18.6K 0.58% 34
2023
Q1
$2.2M Buy
13,832
+10,551
+322% +$1.68M 0.74% 28
2022
Q4
$536K Sell
3,281
-9,565
-74% -$1.56M 0.31% 61
2022
Q3
$1.72M Buy
+12,846
New +$1.72M 1.08% 23