Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Buy
7,386
+170
+2% +$54K 0.54% 38
2025
Q1
$1.87M Buy
7,216
+193
+3% +$50K 0.5% 38
2024
Q4
$2.84M Buy
7,023
+91
+1% +$36.7K 0.82% 27
2024
Q3
$1.81M Buy
6,932
+349
+5% +$91.3K 0.53% 39
2024
Q2
$1.3M Buy
6,583
+450
+7% +$89K 0.42% 46
2024
Q1
$1.08M Sell
6,133
-124
-2% -$21.8K 0.38% 52
2023
Q4
$1.55M Sell
6,257
-139
-2% -$34.5K 0.61% 43
2023
Q3
$1.6M Buy
+6,396
New +$1.6M 0.72% 40