Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.39M Buy
45,352
+280
+0.6% +$45.6K 1.81% 18
2025
Q1
$7.22M Buy
45,072
+1,308
+3% +$210K 1.99% 19
2024
Q4
$7.62M Buy
43,764
+6,548
+18% +$1.14M 2.34% 17
2024
Q3
$8.11M Buy
37,216
+6,229
+20% +$1.36M 2.59% 15
2024
Q2
$6.79M Buy
30,987
+10,899
+54% +$2.39M 2.72% 16
2024
Q1
$5.08M Sell
20,088
-4,766
-19% -$1.21M 2.26% 17
2023
Q4
$5.65M Buy
+24,854
New +$5.65M 2.96% 17