Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.84M Buy
7,941
+90
+1% +$20.9K 0.08% 159
2025
Q1
$1.23M Buy
7,851
+126
+2% +$19.8K 0.06% 195
2024
Q4
$1.61M Buy
7,725
+1,441
+23% +$300K 0.08% 139
2024
Q3
$1.16M Sell
6,284
-32
-0.5% -$5.9K 0.07% 183
2024
Q2
$1.18M Sell
6,316
-1,587
-20% -$297K 0.07% 165
2024
Q1
$1.15M Buy
7,903
+779
+11% +$113K 0.08% 162
2023
Q4
$728K Buy
7,124
+799
+13% +$81.7K 0.06% 216
2023
Q3
$563K Buy
6,325
+2,092
+49% +$186K 0.06% 228
2023
Q2
$445K Buy
+4,233
New +$445K 0.05% 269