Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6M Buy
27,350
+271
+1% +$59.5K 1.9% 9
2025
Q1
$5.15M Sell
27,079
-1,482
-5% -$282K 1.85% 11
2024
Q4
$6.27M Buy
28,561
+239
+0.8% +$52.4K 2.3% 7
2024
Q3
$5.28M Buy
28,322
+94
+0.3% +$17.5K 1.82% 11
2024
Q2
$5.57M Sell
28,228
-1,052
-4% -$207K 1.91% 10
2024
Q1
$5.28M Buy
+29,280
New +$5.28M 1.91% 9