Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.82M Sell
39,115
-407
-1% -$39.8K 2.04% 13
2025
Q1
$3.47M Buy
39,522
+11,895
+43% +$1.04M 2.06% 11
2024
Q4
$2.5M Buy
27,627
+222
+0.8% +$20.1K 1.58% 15
2024
Q3
$2.21M Buy
27,405
+415
+2% +$33.5K 1.45% 16
2024
Q2
$1.83M Buy
26,990
+819
+3% +$55.5K 1.35% 21
2024
Q1
$1.57M Buy
26,171
+185
+0.7% +$11.1K 1.22% 26
2023
Q4
$1.37M Buy
+25,986
New +$1.37M 1.12% 28