Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.71M Sell
44,174
-479
-1% -$62K 0.46% 70
2025
Q1
$5.33M Buy
44,653
+1,812
+4% +$216K 0.49% 68
2024
Q4
$4.97M Buy
42,841
+628
+1% +$72.9K 0.5% 68
2024
Q3
$5.7M Buy
42,213
+713
+2% +$96.3K 0.57% 62
2024
Q2
$5.63M Buy
41,500
+2,021
+5% +$274K 0.56% 61
2024
Q1
$5.1M Buy
39,479
+4,785
+14% +$618K 0.53% 68
2023
Q4
$3.97M Buy
+34,694
New +$3.97M 0.49% 71