Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.67M Buy
17,496
+2,892
+20% +$606K 1.27% 25
2025
Q1
$2.49M Sell
14,604
-764
-5% -$130K 1.05% 44
2024
Q4
$2.72M Buy
15,368
+5,175
+51% +$916K 1.13% 32
2024
Q3
$1.55M Buy
10,193
+456
+5% +$69.3K 0.77% 51
2024
Q2
$1.78M Buy
9,737
+234
+2% +$42.7K 0.84% 50
2024
Q1
$1.83M Buy
9,503
+719
+8% +$139K 0.89% 52
2023
Q4
$2.29M Buy
+8,784
New +$2.29M 1.44% 20