Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.04M Buy
70,917
+631
+0.9% +$44.8K 2.4% 20
2025
Q1
$4.46M Buy
70,286
+3,139
+5% +$199K 2.38% 21
2024
Q4
$5.08M Sell
67,147
-796
-1% -$60.2K 2.44% 20
2024
Q3
$6.01M Buy
67,943
+3,921
+6% +$347K 2.92% 14
2024
Q2
$4.83M Buy
+64,022
New +$4.83M 2.52% 21