Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$4.6M Buy
20,728
+234
+1% +$52K 2.59% 6
2024
Q4
$5.13M Buy
20,494
+1,505
+8% +$377K 3.01% 4
2024
Q3
$4.42M Buy
18,989
+1,134
+6% +$264K 3.09% 5
2024
Q2
$3.76M Buy
17,855
+3,455
+24% +$728K 3.05% 5
2024
Q1
$2.45M Sell
14,400
-74
-0.5% -$12.6K 2.37% 6
2023
Q4
$2.79M Buy
+14,474
New +$2.79M 2.79% 4