Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Hold
4,101
0.23% 77
2025
Q1
$1.06M Buy
4,101
+41
+1% +$10.6K 0.19% 78
2024
Q4
$1.64M Hold
4,060
0.31% 71
2024
Q3
$1.06M Sell
4,060
-18
-0.4% -$4.71K 0.19% 79
2024
Q2
$807K Buy
4,078
+250
+7% +$49.5K 0.16% 85
2024
Q1
$673K Buy
3,828
+750
+24% +$132K 0.13% 87
2023
Q4
$765K Hold
3,078
0.16% 87
2023
Q3
$770K Buy
3,078
+18
+0.6% +$4.5K 0.18% 82
2023
Q2
$801K Hold
3,060
0.18% 83
2023
Q1
$635K Buy
+3,060
New +$635K 0.14% 87