Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.28M Sell
39,738
-275
-0.7% -$43.4K 3.33% 5
2025
Q1
$4.34M Buy
40,013
+4,696
+13% +$509K 2.43% 12
2024
Q4
$4.74M Buy
35,317
+203
+0.6% +$27.3K 2.62% 8
2024
Q3
$4.26M Buy
35,114
+304
+0.9% +$36.9K 2.16% 14
2024
Q2
$4.3M Sell
34,810
-3,070
-8% -$379K 2.1% 12
2024
Q1
$3.42M Buy
37,880
+4,700
+14% +$425K 1.58% 18
2023
Q4
$1.64M Buy
+33,180
New +$1.64M 0.83% 32