Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.58M Buy
6,666
+139
+2% +$53.8K 1.1% 12
2025
Q1
$2.5M Buy
6,527
+3,163
+94% +$1.21M 1.3% 12
2024
Q4
$1.5M Buy
3,364
+283
+9% +$126K 0.71% 21
2024
Q3
$1.6M Sell
3,081
-47
-2% -$24.3K 0.85% 21
2024
Q2
$1.74M Buy
3,128
+347
+12% +$193K 0.94% 19
2024
Q1
$1.4M Sell
2,781
-244
-8% -$123K 0.81% 22
2023
Q4
$1.81M Sell
3,025
-31
-1% -$18.5K 1.23% 19
2023
Q3
$1.56M Buy
+3,056
New +$1.56M 1.23% 15