Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.85M Buy
31,219
+746
+2% +$164K 4.4% 7
2025
Q1
$5.8M Buy
30,473
+3,425
+13% +$652K 4.26% 5
2024
Q4
$5.93M Buy
27,048
+398
+1% +$87.3K 4.18% 5
2024
Q3
$4.97M Buy
26,650
+74
+0.3% +$13.8K 3.72% 6
2024
Q2
$5.14M Buy
26,576
+197
+0.7% +$38.1K 3.87% 5
2024
Q1
$4.76M Sell
26,379
-1,271
-5% -$229K 3.64% 7
2023
Q4
$4.2M Buy
+27,650
New +$4.2M 3.47% 7