Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Hold
31,044
0.82% 34
2025
Q1
$1.66M Buy
31,044
+534
+2% +$28.6K 0.86% 32
2024
Q4
$1.46M Sell
30,510
-200
-0.7% -$9.57K 0.73% 35
2024
Q3
$1.37M Hold
30,710
0.67% 37
2024
Q2
$1.31M Buy
30,710
+14,170
+86% +$604K 0.68% 37
2024
Q1
$687K Buy
16,540
+214
+1% +$8.89K 0.36% 48
2023
Q4
$599K Buy
+16,326
New +$599K 0.34% 49