Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.89M Buy
30,972
+6,547
+27% +$1.03M 2.26% 7
2025
Q1
$2.65M Sell
24,425
-3,948
-14% -$428K 1.6% 11
2024
Q4
$3.81M Buy
28,373
+655
+2% +$88K 2.43% 8
2024
Q3
$3.37M Buy
27,718
+1,199
+5% +$146K 2.2% 10
2024
Q2
$3.28M Sell
26,519
-161
-0.6% -$19.9K 2.32% 9
2024
Q1
$2.41M Sell
26,680
-1,840
-6% -$166K 1.8% 12
2023
Q4
$1.41M Buy
+28,520
New +$1.41M 1.21% 15