Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.76M Buy
61,731
+4,182
+7% +$390K 0.77% 47
2025
Q1
$4.19M Buy
57,549
+3,356
+6% +$245K 0.67% 49
2024
Q4
$3.27M Buy
54,193
+2,214
+4% +$134K 0.53% 56
2024
Q3
$3.91M Sell
51,979
-5,380
-9% -$404K 0.69% 47
2024
Q2
$4.17M Buy
+57,359
New +$4.17M 0.75% 44
2021
Q2
Sell
-58
Closed -$3K 492
2021
Q1
$3K Buy
+58
New +$3K ﹤0.01% 505