Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.55M Buy
12,807
+2,481
+24% +$881K 1.58% 15
2025
Q1
$3.62M Sell
10,326
-308
-3% -$108K 1.53% 12
2024
Q4
$3.36M Buy
10,634
+411
+4% +$130K 1.4% 19
2024
Q3
$2.81M Buy
10,223
+530
+5% +$146K 1.39% 25
2024
Q2
$2.57M Buy
9,693
+83
+0.9% +$22K 1.22% 25
2024
Q1
$2.68M Buy
9,610
+155
+2% +$43.3K 1.31% 22
2023
Q4
$2.46M Buy
+9,455
New +$2.46M 1.55% 14