Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.82M Buy
26,638
+6,672
+33% +$1.46M 2.03% 6
2025
Q1
$2.79M Sell
19,966
-4,034
-17% -$564K 1.18% 32
2024
Q4
$4M Buy
24,000
+1,076
+5% +$179K 1.67% 15
2024
Q3
$3.91M Buy
22,924
+1,329
+6% +$226K 1.93% 8
2024
Q2
$2.98M Buy
21,595
+205
+1% +$28.3K 1.41% 18
2024
Q1
$2.69M Buy
21,390
+29
+0.1% +$3.64K 1.31% 21
2023
Q4
$2.25M Buy
+21,361
New +$2.25M 1.42% 24