Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.93M Sell
28,889
-599
-2% -$123K 2.34% 6
2025
Q1
$6.55M Sell
29,488
-2,077
-7% -$461K 2.68% 6
2024
Q4
$7.9M Sell
31,565
-1,703
-5% -$426K 3.12% 5
2024
Q3
$7.75M Buy
33,268
+252
+0.8% +$58.7K 3.07% 5
2024
Q2
$7.22M Buy
33,016
+260
+0.8% +$56.9K 3.14% 5
2024
Q1
$6.31M Hold
32,756
2.99% 4
2023
Q4
$6.31M Buy
+32,756
New +$6.31M 2.99% 4