Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.33M Buy
19,036
+355
+2% +$43.5K 0.94% 46
2025
Q1
$1.7M Buy
18,681
+1,032
+6% +$94.1K 0.76% 52
2024
Q4
$2.03M Sell
17,649
-666
-4% -$76.7K 0.92% 43
2024
Q3
$2.17M Buy
18,315
+2,721
+17% +$323K 0.96% 43
2024
Q2
$2.15M Buy
+15,594
New +$2.15M 1.1% 36