Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.15M Buy
18,902
+820
+5% +$180K 3.15% 7
2025
Q1
$3.44M Buy
18,082
+449
+3% +$85.4K 3.04% 7
2024
Q4
$3.87M Sell
17,633
-1,447
-8% -$317K 3.25% 6
2024
Q3
$3.56M Buy
19,080
+1,107
+6% +$206K 2.84% 8
2024
Q2
$3.47M Buy
17,973
+382
+2% +$73.8K 2.93% 8
2024
Q1
$3.17M Sell
17,591
-477
-3% -$86K 2.81% 8
2023
Q4
$2.75M Buy
+18,068
New +$2.75M 2.8% 8