Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.07M Buy
29,574
+798
+3% +$164K 1.42% 18
2025
Q1
$6.39M Sell
28,776
-1,695
-6% -$377K 1.79% 11
2024
Q4
$7.63M Buy
30,471
+5,188
+21% +$1.3M 2.17% 11
2024
Q3
$5.89M Buy
25,283
+6,286
+33% +$1.46M 2.2% 9
2024
Q2
$4M Buy
18,997
+4,292
+29% +$904K 2.05% 9
2024
Q1
$2.52M Buy
14,705
+11,724
+393% +$2.01M 2.32% 5
2023
Q4
$574K Buy
+2,981
New +$574K 0.65% 46