Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
6,212
+357
+6% +$73.2K 3.28% 7
2025
Q1
$1.3M Buy
5,855
+67
+1% +$14.9K 4.06% 6
2024
Q4
$1.45M Buy
5,788
+81
+1% +$20.3K 4.29% 7
2024
Q3
$1.33M Buy
5,707
+170
+3% +$39.6K 4.34% 8
2024
Q2
$1.17M Buy
5,537
+248
+5% +$52.2K 4.52% 8
2024
Q1
$907K Buy
5,289
+289
+6% +$49.6K 4.44% 7
2023
Q4
$963K Buy
+5,000
New +$963K 5.76% 5