Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.73M Buy
12,233
+1,126
+10% +$251K 0.3% 42
2025
Q1
$2.28M Buy
11,107
+569
+5% +$117K 0.27% 47
2024
Q4
$1.93M Sell
10,538
-358
-3% -$65.4K 0.23% 62
2024
Q3
$2.24M Buy
10,896
+248
+2% +$51.1K 0.29% 55
2024
Q2
$1.86M Buy
10,648
+432
+4% +$75.6K 0.27% 54
2024
Q1
$1.75M Buy
10,216
+1,524
+18% +$262K 0.3% 58
2023
Q4
$1.31M Buy
8,692
+3,664
+73% +$552K 0.25% 68
2023
Q3
$605K Buy
+5,028
New +$605K 0.12% 104