Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.41M Buy
41,832
+4,295
+11% +$351K 1.9% 12
2025
Q1
$3.8M Sell
37,537
-4,135
-10% -$418K 2.35% 10
2024
Q4
$4.18M Buy
41,672
+721
+2% +$72.4K 2.43% 9
2024
Q3
$3.73M Buy
40,951
+1,939
+5% +$177K 2.28% 9
2024
Q2
$3.18M Buy
39,012
+47
+0.1% +$3.83K 2.03% 10
2024
Q1
$3.12M Buy
38,965
+29
+0.1% +$2.33K 2.25% 9
2023
Q4
$2.73M Buy
38,936
+139
+0.4% +$9.76K 2.14% 7
2023
Q3
$2.46M Buy
38,797
+3,187
+9% +$202K 2.2% 7
2023
Q2
$2.2M Buy
35,610
+1,165
+3% +$71.9K 1.88% 7
2023
Q1
$2.19M Sell
34,445
-533
-2% -$33.9K 2.1% 9
2022
Q4
$2.3M Buy
+34,978
New +$2.3M 2.49% 8