Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.05M Buy
23,012
+41
+0.2% +$9K 2.32% 8
2025
Q1
$4.37M Buy
22,971
+431
+2% +$82K 2.12% 10
2024
Q4
$4.95M Sell
22,540
-66
-0.3% -$14.5K 2.43% 9
2024
Q3
$4.21M Buy
22,606
+48
+0.2% +$8.94K 2.2% 10
2024
Q2
$4.36M Buy
22,558
+653
+3% +$126K 2.53% 9
2024
Q1
$3.95M Buy
21,905
+110
+0.5% +$19.8K 2.59% 8
2023
Q4
$3.31M Buy
+21,795
New +$3.31M 2.34% 10