Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.73M Buy
82,865
+717
+0.9% +$66.9K 1.8% 17
2025
Q1
$5.99M Buy
82,148
+3,190
+4% +$232K 1.61% 22
2024
Q4
$4.76M Sell
78,958
-7,780
-9% -$469K 1.19% 29
2024
Q3
$6.52M Buy
+86,738
New +$6.52M 1.73% 18