Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
11,800
+379
+3% +$59.9K 1.3% 22
2025
Q1
$1.24M Buy
11,421
+619
+6% +$67.1K 0.97% 29
2024
Q4
$1.45M Sell
10,802
-162
-1% -$21.8K 1.05% 28
2024
Q3
$1.33M Buy
10,964
+93
+0.9% +$11.3K 0.95% 29
2024
Q2
$1.34M Buy
10,871
+461
+4% +$56.9K 1.07% 25
2024
Q1
$941K Buy
10,410
+1,580
+18% +$143K 0.78% 27
2023
Q4
$437K Buy
+8,830
New +$437K 0.4% 40