Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.72M Sell
96,905
-9,925
-9% -$381K 1.25% 26
2025
Q1
$4.14M Buy
106,830
+19,400
+22% +$752K 1.61% 16
2024
Q4
$2.96M Buy
+87,430
New +$2.96M 1.18% 22
2023
Q1
Sell
-2,080
Closed -$73.1K 194
2022
Q4
$73.1K Buy
+2,080
New +$73.1K 0.04% 162