Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.91M Buy
19,362
+140
+0.7% +$50K 4.84% 5
2025
Q1
$5.23M Sell
19,222
-3,481
-15% -$946K 4.09% 6
2024
Q4
$7.53M Sell
22,703
-422
-2% -$140K 5.44% 5
2024
Q3
$7.66M Sell
23,125
-2,931
-11% -$971K 5.49% 5
2024
Q2
$8.17M Buy
26,056
+347
+1% +$109K 6.52% 4
2024
Q1
$8.04M Sell
25,709
-213
-0.8% -$66.6K 6.67% 1
2023
Q4
$6.24M Buy
+25,922
New +$6.24M 5.74% 3