Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.16M Buy
33,888
+340
+1% +$31.7K 1.19% 35
2025
Q1
$2.44M Buy
33,548
+2,799
+9% +$204K 0.99% 41
2024
Q4
$1.85M Buy
30,749
+1,290
+4% +$77.8K 0.79% 42
2024
Q3
$2.21M Sell
29,459
-256
-0.9% -$19.2K 0.92% 42
2024
Q2
$2.16M Buy
29,715
+16,780
+130% +$1.22M 1.01% 38
2024
Q1
$996K Sell
12,935
-300
-2% -$23.1K 0.47% 61
2023
Q4
$815K Sell
13,235
-10,335
-44% -$636K 0.41% 60
2023
Q3
$1.08M Buy
+23,570
New +$1.08M 0.3% 62