Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.72M Buy
17,247
+1,924
+13% +$304K 0.85% 13
2025
Q1
$1.66M Buy
15,323
+2,749
+22% +$298K 0.56% 18
2024
Q4
$1.69M Sell
12,574
-2,194
-15% -$295K 0.58% 37
2024
Q3
$1.96M Buy
14,768
+278
+2% +$36.9K 0.7% 35
2024
Q2
$1.7M Sell
14,490
-130
-0.9% -$15.2K 0.61% 34
2024
Q1
$1.26M Buy
14,620
+1,690
+13% +$146K 0.49% 38
2023
Q4
$640K Buy
12,930
+1,460
+13% +$72.3K 0.28% 44
2023
Q3
$499K Buy
11,470
+660
+6% +$28.7K 0.24% 48
2023
Q2
$457K Buy
10,810
+1,550
+17% +$65.6K 0.22% 46
2023
Q1
$257K Buy
+9,260
New +$257K 0.13% 47