Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Sell
4,795
-72
-1% -$25.6K 1.02% 16
2025
Q1
$1.71M Buy
4,867
+136
+3% +$47.7K 1.14% 15
2024
Q4
$1.5M Buy
4,731
+396
+9% +$125K 0.95% 17
2024
Q3
$1.19M Buy
4,335
+301
+7% +$82.8K 0.79% 22
2024
Q2
$1.06M Buy
4,034
+27
+0.7% +$7.09K 0.78% 21
2024
Q1
$1.12M Buy
4,007
+69
+2% +$19.3K 0.85% 23
2023
Q4
$1.03M Buy
3,938
+367
+10% +$95.5K 0.89% 22
2023
Q3
$821K Buy
3,571
+64
+2% +$14.7K 0.86% 24
2023
Q2
$833K Buy
+3,507
New +$833K 0.97% 22