Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.84M Buy
23,320
+1,264
+6% +$262K 3.52% 5
2025
Q1
$4.9M Sell
22,056
-188
-0.8% -$41.8K 4.42% 5
2024
Q4
$5.57M Sell
22,244
-54
-0.2% -$13.5K 4.8% 4
2024
Q3
$5.2M Sell
22,298
-62
-0.3% -$14.4K 4.55% 5
2024
Q2
$5.25M Buy
+22,360
New +$5.25M 4.66% 5