Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.29M Buy
24,391
+5,711
+31% +$1.24M 1.66% 20
2025
Q1
$3.5M Buy
18,680
+49
+0.3% +$9.18K 1.27% 26
2024
Q4
$3.99M Sell
18,631
-626
-3% -$134K 1.35% 26
2024
Q3
$4.87M Buy
19,257
+1,858
+11% +$470K 1.73% 21
2024
Q2
$4.19M Buy
17,399
+273
+2% +$65.7K 1.57% 24
2024
Q1
$4.53M Buy
+17,126
New +$4.53M 1.87% 23