Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
31,454
+920
+3% +$65.4K 0.34% 49
2025
Q1
$1.94M Sell
30,534
-427
-1% -$27.1K 0.34% 51
2024
Q4
$2.34M Buy
30,961
+1,743
+6% +$132K 0.39% 40
2024
Q3
$2.58M Buy
29,218
+2,392
+9% +$211K 0.46% 41
2024
Q2
$2.02M Buy
26,826
+3,741
+16% +$282K 0.41% 46
2024
Q1
$2.17M Buy
23,085
+2,769
+14% +$260K 0.49% 38
2023
Q4
$2.21M Buy
20,316
+1,526
+8% +$166K 0.62% 31
2023
Q3
$1.8M Buy
18,790
+1,877
+11% +$179K 0.58% 31
2023
Q2
$1.87M Buy
16,913
+1,532
+10% +$169K 0.66% 28
2023
Q1
$1.89M Sell
15,381
-551
-3% -$67.6K 0.82% 25
2022
Q4
$1.86M Buy
+15,932
New +$1.86M 0.97% 21