Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.91M Sell
31,508
-196
-0.6% -$43K 1.32% 14
2025
Q1
$5.77M Buy
31,704
+1,352
+4% +$246K 1.31% 12
2024
Q4
$7.15M Buy
30,352
+3,037
+11% +$715K 1.54% 12
2024
Q3
$5.09M Buy
27,315
+4,819
+21% +$898K 1.26% 16
2024
Q2
$4.34M Buy
+22,496
New +$4.34M 1.31% 17
2023
Q4
$2.49M Buy
+16,396
New +$2.49M 1.01% 20