Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.17M Sell
34,924
-2,273
-6% -$466K 4.33% 8
2025
Q1
$8.26M Buy
37,197
+2,537
+7% +$564K 5.81% 7
2024
Q4
$8.68M Buy
34,660
+427
+1% +$107K 6.86% 4
2024
Q3
$7.98M Buy
34,233
+8
+0% +$1.86K 6.43% 5
2024
Q2
$7.21M Buy
34,225
+9
+0% +$1.9K 6.26% 6
2024
Q1
$5.87M Buy
34,216
+9
+0% +$1.54K 5.1% 7
2023
Q4
$6.59M Buy
+34,207
New +$6.59M 6.04% 4