Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.6M Buy
25,859
+1,238
+5% +$220K 3.82% 2
2025
Q1
$2.67M Buy
24,621
+1,406
+6% +$152K 2.57% 4
2024
Q4
$3.12M Sell
23,215
-571
-2% -$76.7K 2.91% 4
2024
Q3
$2.89M Buy
23,786
+467
+2% +$56.7K 2.81% 4
2024
Q2
$2.88M Buy
+23,319
New +$2.88M 3.03% 4