Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.6M Buy
23,624
+12
+0.1% +$1.83K 2.23% 16
2025
Q1
$3.47M Buy
23,612
+601
+3% +$88.3K 2.21% 16
2024
Q4
$2.97M Buy
23,011
+50
+0.2% +$6.46K 1.9% 21
2024
Q3
$3.14M Buy
22,961
+1,387
+6% +$190K 1.99% 19
2024
Q2
$2.2M Buy
+21,574
New +$2.2M 1.6% 36