Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56M Buy
+36,303
New +$2.56M 0.11% 205
2024
Q4
$1.59M Buy
25,362
+946
+4% +$59.3K 0.13% 166
2024
Q3
$1.61M Buy
24,416
+1,710
+8% +$113K 0.2% 103
2024
Q2
$1.64M Buy
22,706
+3,287
+17% +$237K 0.29% 78
2024
Q1
$1.3M Buy
19,419
+919
+5% +$61.6K 0.26% 87
2023
Q4
$1.22M Buy
18,500
+1,024
+6% +$67.4K 0.26% 91
2023
Q3
$1.13M Sell
17,476
-1,067
-6% -$68.7K 0.28% 90
2023
Q2
$1.12M Buy
18,543
+843
+5% +$50.9K 0.27% 87
2023
Q1
$1.02M Buy
17,700
+1,021
+6% +$58.7K 0.27% 85
2022
Q4
$950K Buy
16,679
+2,051
+14% +$117K 0.3% 79
2022
Q3
$728K Buy
14,628
+2,515
+21% +$125K 0.27% 80
2022
Q2
$633K Buy
12,113
+4,744
+64% +$248K 0.25% 100
2022
Q1
$405K Buy
+7,369
New +$405K 0.15% 141