Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.06M Buy
13,578
+95
+0.7% +$21.4K 1.09% 22
2025
Q1
$2.3M Buy
+13,483
New +$2.3M 1.01% 22
2024
Q3
$2.47M Buy
13,087
+45
+0.3% +$8.51K 0.97% 23
2024
Q2
$2.6M Sell
13,042
-372
-3% -$74.2K 1.11% 20
2024
Q1
$2.51M Buy
+13,414
New +$2.51M 1.11% 20
2023
Q3
$1.87M Buy
13,154
+120
+0.9% +$17.1K 0.98% 22
2023
Q2
$1.82M Buy
13,034
+441
+4% +$61.7K 0.94% 21
2023
Q1
$1.59M Buy
+12,593
New +$1.59M 0.85% 22