Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.93M Sell
38,627
-2,653
-6% -$544K 4.81% 3
2025
Q1
$9.17M Buy
41,280
+346
+0.8% +$76.9K 5.9% 1
2024
Q4
$10.3M Buy
40,934
+406
+1% +$102K 5.91% 1
2024
Q3
$9.44M Buy
40,528
+1,782
+5% +$415K 6.07% 1
2024
Q2
$8.16M Buy
+38,746
New +$8.16M 4.88% 5