Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.55M Buy
27,037
+6,768
+33% +$1.39M 3.32% 14
2025
Q1
$4.5M Sell
20,269
-8,403
-29% -$1.87M 4.11% 11
2024
Q4
$7.18M Sell
28,672
-169
-0.6% -$42.3K 6.19% 4
2024
Q3
$6.72M Buy
28,841
+1,936
+7% +$451K 5.9% 4
2024
Q2
$5.67M Sell
26,905
-1,808
-6% -$381K 5.24% 6
2024
Q1
$4.92M Sell
28,713
-9,184
-24% -$1.57M 4.71% 12
2023
Q4
$7.3M Buy
+37,897
New +$7.3M 7.48% 3