Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.69M Sell
51,505
-215
-0.4% -$15.4K 2.15% 13
2025
Q1
$3.5M Buy
51,720
+2,325
+5% +$157K 2.08% 11
2024
Q4
$3.02M Buy
49,395
+805
+2% +$49.2K 1.96% 18
2024
Q3
$2.78M Buy
48,590
+19,400
+66% +$1.11M 1.84% 22
2024
Q2
$1.46M Buy
+29,190
New +$1.46M 1.04% 42