Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.47M Buy
9,781
+889
+10% +$316K 2.01% 8
2025
Q1
$3.12M Sell
8,892
-310
-3% -$109K 2.02% 8
2024
Q4
$2.91M Buy
9,202
+138
+2% +$43.6K 1.76% 14
2024
Q3
$2.49M Buy
9,064
+202
+2% +$55.5K 1.53% 23
2024
Q2
$2.33M Buy
8,862
+95
+1% +$24.9K 1.5% 28
2024
Q1
$2.45M Sell
8,767
-406
-4% -$113K 1.65% 21
2023
Q4
$2.39M Buy
+9,173
New +$2.39M 1.72% 21