Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.36M Buy
88,768
+15,533
+21% +$762K 1.41% 29
2025
Q1
$4.14M Buy
73,235
+1,869
+3% +$106K 1.46% 28
2024
Q4
$4.1M Sell
71,366
-753
-1% -$43.2K 1.58% 26
2024
Q3
$3.78M Buy
72,119
+13,696
+23% +$718K 1.48% 29
2024
Q2
$3.16M Buy
58,423
+4,314
+8% +$234K 1.33% 34
2024
Q1
$3.13M Buy
+54,109
New +$3.13M 1.33% 33