Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.93M Buy
16,493
+42
+0.3% +$7.47K 1.35% 15
2025
Q1
$1.78M Buy
16,451
+877
+6% +$95K 0.87% 21
2024
Q4
$2.09M Sell
15,574
-198
-1% -$26.6K 1.03% 17
2024
Q3
$1.92M Buy
15,772
+6,402
+68% +$777K 0.94% 17
2024
Q2
$1.16M Buy
9,370
+80
+0.9% +$9.88K 0.61% 32
2024
Q1
$839K Buy
9,290
+390
+4% +$35.2K 0.44% 51
2023
Q4
$441K Buy
8,900
+290
+3% +$14.4K 0.25% 83
2023
Q3
$375K Hold
8,610
0.23% 91
2023
Q2
$402K Buy
+8,610
New +$402K 0.24% 89