Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.48M Buy
78,617
+22,975
+41% +$1.02M 1.2% 31
2025
Q1
$1.85M Sell
55,642
-12,414
-18% -$412K 0.69% 55
2024
Q4
$2.48M Buy
68,056
+2,732
+4% +$99.6K 0.81% 42
2024
Q3
$1.85M Buy
65,324
+944
+1% +$26.7K 0.61% 55
2024
Q2
$1.66M Buy
+64,380
New +$1.66M 0.6% 58