Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.24M Sell
9,228
-34
-0.4% -$11.9K 2.38% 16
2025
Q1
$2.93M Buy
9,262
+317
+4% +$100K 2.41% 18
2024
Q4
$3.02M Buy
8,945
+41
+0.5% +$13.8K 2.2% 20
2024
Q3
$2.84M Buy
8,904
+1,806
+25% +$575K 2.31% 20
2024
Q2
$2.28M Buy
7,098
+82
+1% +$26.4K 2.25% 16
2024
Q1
$2.44M Buy
7,016
+214
+3% +$74.3K 2.51% 16
2023
Q4
$2.47M Sell
6,802
-105
-2% -$38.1K 2.26% 15
2023
Q3
$2.06M Hold
6,907
1.96% 18
2023
Q2
$2.28M Buy
6,907
+4
+0.1% +$1.32K 2.07% 14
2023
Q1
$2.3M Buy
6,903
+163
+2% +$54.2K 2.42% 14
2022
Q4
$1.63M Sell
6,740
-109
-2% -$26.3K 2.36% 16
2022
Q3
$1.52M Buy
+6,849
New +$1.52M 1.68% 15