Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.24M Hold
36,784
1.02% 24
2025
Q1
$2.11M Sell
36,784
-2,559
-7% -$147K 1.09% 21
2024
Q4
$1.95M Hold
39,343
0.97% 25
2024
Q3
$1.78M Buy
39,343
+8,257
+27% +$373K 0.87% 27
2024
Q2
$1.35M Sell
31,086
-1,600
-5% -$69.6K 0.72% 32
2024
Q1
$1.29M Buy
32,686
+1,133
+4% +$44.6K 0.73% 34
2023
Q4
$1.28M Buy
+31,553
New +$1.28M 0.78% 30