Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.44M Buy
43,174
+10,891
+34% +$1.88M 4.45% 8
2025
Q1
$7.13M Sell
32,283
-277
-0.9% -$61.2K 6.5% 4
2024
Q4
$6.69M Sell
32,560
-83
-0.3% -$17.1K 5.76% 6
2024
Q3
$5.86M Sell
32,643
-132
-0.4% -$23.7K 5.15% 7
2024
Q2
$5.09M Buy
32,775
+352
+1% +$54.7K 4.71% 9
2024
Q1
$5.18M Sell
32,423
-144
-0.4% -$23K 4.96% 8
2023
Q4
$4.33M Buy
+32,567
New +$4.33M 4.44% 9