Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
3,476
+25
+0.7% +$8.27K 0.61% 43
2025
Q1
$1.14M Buy
3,451
+35
+1% +$11.5K 0.67% 42
2024
Q4
$943K Buy
3,416
+65
+2% +$17.9K 0.6% 43
2024
Q3
$1.16M Buy
3,351
+125
+4% +$43.3K 0.76% 40
2024
Q2
$1.07M Buy
3,226
+85
+3% +$28.1K 0.79% 37
2024
Q1
$1.14M Sell
3,141
-178
-5% -$64.6K 0.88% 39
2023
Q4
$994K Buy
+3,319
New +$994K 0.81% 39