Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.35M Sell
48,306
-13
-0% -$902 1.79% 15
2025
Q1
$2.98M Buy
48,319
+10,094
+26% +$623K 1.77% 14
2024
Q4
$2.26M Buy
38,225
+346
+0.9% +$20.5K 1.43% 17
2024
Q3
$2.02M Buy
37,879
+1,280
+3% +$68.1K 1.32% 20
2024
Q2
$1.74M Buy
36,599
+990
+3% +$47K 1.29% 25
2024
Q1
$1.78M Sell
35,609
-200
-0.6% -$9.98K 1.37% 23
2023
Q4
$1.81M Buy
+35,809
New +$1.81M 1.48% 19