Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.34M Buy
53,147
+692
+1% +$56.5K 3.1% 10
2025
Q1
$5.2M Sell
52,455
-4,284
-8% -$425K 3.66% 8
2024
Q4
$5.7M Sell
56,739
-278
-0.5% -$27.9K 4.26% 8
2024
Q3
$5.2M Buy
57,017
+6,654
+13% +$606K 4.09% 7
2024
Q2
$4.11M Buy
50,363
+3,303
+7% +$269K 3.34% 8
2024
Q1
$3.77M Buy
47,060
+5,861
+14% +$470K 3.36% 8
2023
Q4
$2.89M Buy
+41,199
New +$2.89M 2.87% 10