Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
39,688
+4,123
+12% +$202K 0.16% 135
2025
Q1
$2.01M Buy
35,565
+4,329
+14% +$245K 0.19% 123
2024
Q4
$1.79M Buy
31,236
+1,272
+4% +$73K 0.19% 121
2024
Q3
$1.57M Buy
29,964
+516
+2% +$27K 0.17% 132
2024
Q2
$1.59M Buy
29,448
+1,517
+5% +$82.2K 0.19% 120
2024
Q1
$1.62M Buy
27,931
+204
+0.7% +$11.8K 0.21% 106
2023
Q4
$1.36M Buy
27,727
+88
+0.3% +$4.31K 0.22% 107
2023
Q3
$1.19M Sell
27,639
-6,641
-19% -$286K 0.35% 61
2023
Q2
$1.56M Sell
34,280
-1,218
-3% -$55.5K 0.46% 40
2023
Q1
$1.33M Buy
+35,498
New +$1.33M 0.41% 46
2020
Q1
$583K Buy
+34,040
New +$583K 0.41% 54