Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.76M Buy
12,967
+2,891
+29% +$838K 1.31% 24
2025
Q1
$3.04M Sell
10,076
-184
-2% -$55.6K 1.29% 23
2024
Q4
$2.83M Buy
10,260
+480
+5% +$133K 1.18% 28
2024
Q3
$2.82M Buy
9,780
+615
+7% +$177K 1.4% 23
2024
Q2
$2.35M Buy
9,165
+85
+0.9% +$21.8K 1.12% 32
2024
Q1
$2.35M Buy
9,080
+1,122
+14% +$291K 1.15% 34
2023
Q4
$1.8M Buy
+7,958
New +$1.8M 1.13% 38