Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.94M Buy
13,824
+30
+0.2% +$10.7K 1.29% 11
2025
Q1
$3.75M Buy
13,794
+10
+0.1% +$2.72K 1.05% 15
2024
Q4
$4.57M Buy
13,784
+110
+0.8% +$36.5K 1.31% 11
2024
Q3
$4.53M Hold
13,674
1.29% 10
2024
Q2
$4.29M Hold
13,674
1.37% 9
2024
Q1
$4.28M Hold
13,674
1.39% 9
2023
Q4
$3.29M Hold
13,674
1.14% 13
2023
Q3
$2.92M Hold
13,674
1.15% 14
2023
Q2
$2.75M Buy
13,674
+693
+5% +$139K 1.07% 18
2023
Q1
$2.22M Buy
12,981
+7,819
+151% +$1.34M 0.97% 18
2022
Q4
$810K Buy
+5,162
New +$810K 0.51% 29