Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.73M Buy
21,541
+4,548
+27% +$998K 1.64% 14
2025
Q1
$3.23M Sell
16,993
-3,601
-17% -$685K 1.37% 18
2024
Q4
$4.54M Buy
20,594
+1,519
+8% +$335K 1.89% 8
2024
Q3
$3.55M Buy
19,075
+933
+5% +$174K 1.76% 11
2024
Q2
$3.47M Buy
18,142
+127
+0.7% +$24.3K 1.64% 14
2024
Q1
$3.25M Sell
18,015
-13,260
-42% -$2.39M 1.58% 12
2023
Q4
$4.75M Buy
+31,275
New +$4.75M 2.99% 4