Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.28M Buy
14,519
+377
+3% +$111K 1.72% 17
2025
Q1
$3.52M Sell
14,142
-93
-0.7% -$23.1K 1.56% 24
2024
Q4
$3.13M Buy
14,235
+880
+7% +$193K 1.41% 27
2024
Q3
$2.95M Buy
13,355
+600
+5% +$133K 1.31% 27
2024
Q2
$2.21M Buy
12,755
+618
+5% +$107K 1.13% 34
2024
Q1
$2.32M Sell
12,137
-12,813
-51% -$2.45M 1.26% 29
2023
Q4
$2.05M Buy
24,950
+12,177
+95% +$999K 1.17% 38
2023
Q3
$1.79M Buy
12,773
+305
+2% +$42.8K 1.1% 40
2023
Q2
$1.67M Buy
+12,468
New +$1.67M 1.04% 42