Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.74M Buy
23,125
+143
+0.6% +$29.3K 3.69% 4
2025
Q1
$5.11M Sell
22,982
-2,672
-10% -$594K 4.24% 2
2024
Q4
$6.42M Buy
25,654
+64
+0.3% +$16K 5.19% 3
2024
Q3
$5.96M Sell
25,590
-8
-0% -$1.86K 5.05% 3
2024
Q2
$5.39M Buy
25,598
+31
+0.1% +$6.53K 4.79% 3
2024
Q1
$4.38M Sell
25,567
-8,842
-26% -$1.52M 4.04% 3
2023
Q4
$6.63M Buy
+34,409
New +$6.63M 6.79% 2