Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.99M Buy
200,025
+7,106
+4% +$213K 2.25% 10
2025
Q1
$6.52M Sell
192,919
-957
-0.5% -$32.3K 2.67% 8
2024
Q4
$5.73M Buy
193,876
+64,204
+50% +$1.9M 2.28% 9
2024
Q3
$4.07M Buy
129,672
+591
+0.5% +$18.6K 1.74% 10
2024
Q2
$4.66M Buy
129,081
+1,676
+1% +$60.5K 2.1% 9
2024
Q1
$4.8M Sell
127,405
-2,279
-2% -$85.9K 2.61% 9
2023
Q4
$4.59M Buy
129,684
+22
+0% +$779 2.63% 8
2023
Q3
$5.02M Sell
129,662
-254
-0.2% -$9.84K 2.99% 6
2023
Q2
$4.58M Buy
+129,916
New +$4.58M 2.58% 7