Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.81M Buy
21,936
+2,144
+11% +$470K 1.91% 12
2025
Q1
$3.77M Sell
19,792
-2,407
-11% -$458K 2.01% 12
2024
Q4
$4.87M Buy
22,199
+932
+4% +$204K 2.45% 11
2024
Q3
$3.96M Buy
21,267
+415
+2% +$77.3K 3.26% 5
2024
Q2
$4.03M Buy
20,852
+639
+3% +$123K 2.62% 7
2024
Q1
$3.65M Buy
20,213
+173
+0.9% +$31.2K 4.05% 4
2023
Q4
$3.04M Buy
+20,040
New +$3.04M 3.87% 3