Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.2M Buy
15,620
+4,247
+37% +$871K 1.26% 15
2025
Q1
$2.53M Buy
11,373
+277
+2% +$61.5K 1.27% 18
2024
Q4
$2.78M Sell
11,096
-4,103
-27% -$1.03M 1.09% 19
2024
Q3
$3.54M Sell
15,199
-1,307
-8% -$305K 1.54% 12
2024
Q2
$3.48M Sell
16,506
-1,976
-11% -$416K 1.49% 9
2024
Q1
$3.17M Buy
18,482
+8,139
+79% +$1.4M 1.39% 13
2023
Q4
$1.99M Buy
+10,343
New +$1.99M 1.57% 13