Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.12M Buy
86,688
+18,777
+28% +$459K 1.02% 33
2025
Q1
$1.88M Buy
67,911
+4,246
+7% +$118K 0.94% 40
2024
Q4
$2.08M Sell
63,665
-425
-0.7% -$13.9K 0.98% 30
2024
Q3
$2.3M Sell
64,090
-1,008
-2% -$36.2K 1.04% 28
2024
Q2
$2.28M Buy
65,098
+2,023
+3% +$70.8K 1.2% 19
2024
Q1
$1.91M Buy
63,075
+1,416
+2% +$42.8K 0.98% 23
2023
Q4
$1.86M Buy
+61,659
New +$1.86M 1.21% 21