Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Buy
1,843
+16
+0.9% +$15.8K 0.97% 30
2025
Q1
$1.73M Buy
1,827
+66
+4% +$62.4K 0.97% 30
2024
Q4
$1.61M Buy
1,761
+1,027
+140% +$941K 0.89% 30
2024
Q3
$651K Buy
734
+5
+0.7% +$4.43K 0.33% 47
2024
Q2
$620K Buy
729
+26
+4% +$22.1K 0.3% 47
2024
Q1
$515K Sell
703
-1,272
-64% -$932K 0.24% 55
2023
Q4
$1.3M Buy
+1,975
New +$1.3M 0.66% 36