Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
5,234
+969
+23% +$308K 0.44% 49
2025
Q1
$1.11M Sell
4,265
-948
-18% -$246K 0.32% 74
2024
Q4
$2.11M Buy
5,213
+27
+0.5% +$10.9K 0.6% 37
2024
Q3
$1.36M Buy
5,186
+201
+4% +$52.6K 0.4% 53
2024
Q2
$986K Buy
4,985
+889
+22% +$176K 0.32% 70
2024
Q1
$737K Buy
4,096
+1,183
+41% +$213K 0.27% 86
2023
Q4
$724K Sell
2,913
-869
-23% -$216K 0.37% 62
2023
Q3
$946K Buy
3,782
+1,556
+70% +$389K 1.15% 24
2023
Q2
$583K Buy
2,226
+587
+36% +$154K 0.25% 97
2023
Q1
$340K Buy
+1,639
New +$340K 0.26% 80