Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.03M Buy
69,608
+8,600
+14% +$868K 0.05% 323
2025
Q1
$5.95M Buy
61,008
+6,500
+12% +$633K 0.05% 353
2024
Q4
$5.55M Buy
54,508
+400
+0.7% +$40.7K 0.04% 377
2024
Q3
$6.05M Buy
54,108
+6,100
+13% +$682K 0.05% 356
2024
Q2
$4.58M Sell
48,008
-2,300
-5% -$220K 0.04% 373
2024
Q1
$4.46M Buy
50,308
+5,600
+13% +$496K 0.04% 414
2023
Q4
$3.68M Buy
+44,708
New +$3.68M 0.04% 418