Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.85M Buy
28,501
+2,437
+9% +$500K 3.12% 9
2025
Q1
$5.79M Buy
26,064
+276
+1% +$61.3K 2.82% 13
2024
Q4
$6.46M Sell
25,788
-254
-1% -$63.6K 3% 12
2024
Q3
$6.07M Buy
26,042
+5,254
+25% +$1.22M 2.95% 12
2024
Q2
$4.38M Buy
+20,788
New +$4.38M 2.56% 15