Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.56M Buy
3,592
+63
+2% +$62.4K 3.04% 5
2025
Q1
$3.34M Buy
3,529
+1,249
+55% +$1.18M 3.04% 8
2024
Q4
$209K Buy
2,280
+80
+4% +$7.33K 0.2% 93
2024
Q3
$1.95M Buy
2,200
+465
+27% +$412K 1.77% 16
2024
Q2
$1.47M Buy
1,735
+250
+17% +$212K 1.46% 23
2024
Q1
$1.09M Buy
1,485
+825
+125% +$604K 1.09% 31
2023
Q4
$436K Sell
660
-6,092
-90% -$4.02M 0.48% 55
2023
Q3
$381K Buy
6,752
+6,142
+1,007% +$347K 0.45% 58
2023
Q2
$328K Hold
610
0.37% 62
2023
Q1
$303K Hold
610
0.35% 66
2022
Q4
$278K Hold
610
0.34% 65
2022
Q3
$288K Hold
610
0.36% 67
2022
Q2
$292K Sell
610
-105
-15% -$50.3K 0.33% 70
2022
Q1
$412K Hold
715
0.39% 64
2021
Q4
$406K Buy
+715
New +$406K 0.35% 67