Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.22M Buy
42,009
+5,700
+16% +$1.25M 2.81% 9
2025
Q1
$6.91M Sell
36,309
-242
-0.7% -$46K 2.39% 10
2024
Q4
$7.96M Buy
36,551
+1,431
+4% +$312K 2.75% 9
2024
Q3
$6.54M Buy
35,120
+137
+0.4% +$25.5K 2.39% 10
2024
Q2
$6.76M Buy
34,983
+1,690
+5% +$327K 2.62% 10
2024
Q1
$6.01M Buy
+33,293
New +$6.01M 2.46% 10