Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.89M Buy
32,007
+34
+0.1% +$8.38K 2.77% 17
2025
Q1
$5.84M Sell
31,973
-192
-0.6% -$35.1K 2.67% 18
2024
Q4
$5.4M Buy
32,165
+719
+2% +$121K 2.09% 19
2024
Q3
$4.49M Buy
+31,446
New +$4.49M 1.83% 24
2024
Q2
Sell
-24,603
Closed -$3.39M 62
2024
Q1
$3.39M Buy
+24,603
New +$3.39M 1.59% 24