Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.29M Buy
46,162
+773
+2% +$122K 5.54% 3
2025
Q1
$4.92M Sell
45,389
-1,901
-4% -$206K 4.35% 3
2024
Q4
$6.35M Sell
47,290
-3,872
-8% -$520K 5.34% 3
2024
Q3
$6.21M Sell
51,162
-4,604
-8% -$559K 4.97% 3
2024
Q2
$6.89M Sell
55,766
-884
-2% -$109K 5.81% 3
2024
Q1
$5.12M Sell
56,650
-2,180
-4% -$197K 4.54% 3
2023
Q4
$2.91M Buy
+58,830
New +$2.91M 2.97% 6