Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.03M Buy
136,765
+7,519
+6% +$167K 1.14% 32
2025
Q1
$2.97M Buy
129,246
+41,044
+47% +$942K 1.25% 28
2024
Q4
$2.04M Sell
88,202
-16,947
-16% -$393K 0.86% 51
2024
Q3
$3.66M Buy
105,149
+3,646
+4% +$127K 1.53% 20
2024
Q2
$3.29M Sell
101,503
-212
-0.2% -$6.87K 1.39% 24
2024
Q1
$3.46M Buy
101,715
+2,498
+3% +$84.9K 1.4% 23
2023
Q4
$3.91M Buy
+99,217
New +$3.91M 1.67% 17