Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.12M Buy
287,920
+57,874
+25% +$628K 1.09% 41
2025
Q1
$2.31M Buy
230,046
+62,475
+37% +$627K 0.98% 50
2024
Q4
$1.66M Buy
167,571
+2,890
+2% +$28.6K 0.69% 55
2024
Q3
$1.74M Sell
164,681
-13,382
-8% -$141K 0.86% 48
2024
Q2
$2.22M Buy
178,063
+2,252
+1% +$28.1K 1.05% 38
2024
Q1
$2.33M Sell
175,811
-12,269
-7% -$163K 1.14% 35
2023
Q4
$2.29M Buy
+188,080
New +$2.29M 1.44% 19