Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Buy
8,772
+534
+6% +$110K 1.1% 24
2025
Q1
$1.83M Buy
8,238
+82
+1% +$18.2K 1.21% 24
2024
Q4
$2.04M Buy
8,156
+1,306
+19% +$327K 1.43% 18
2024
Q3
$1.6M Sell
6,850
-729
-10% -$170K 1.07% 22
2024
Q2
$1.6M Buy
7,579
+1,198
+19% +$252K 1.19% 21
2024
Q1
$1.09M Buy
6,381
+2
+0% +$343 0.85% 28
2023
Q4
$1.23M Buy
+6,379
New +$1.23M 1.1% 24