Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.34M Sell
551,151
-447
-0.1% -$3.52K 2.56% 11
2025
Q1
$4.26M Hold
551,598
3.64% 9
2024
Q4
$5.49M Hold
551,598
4.73% 8
2024
Q3
$3.29M Hold
551,598
2.81% 9
2024
Q2
$2.98M Hold
551,598
2.86% 11
2024
Q1
$3.21M Hold
551,598
2.73% 12
2023
Q4
$2.56M Hold
551,598
1.55% 19
2023
Q3
$3.18M Hold
551,598
1.94% 15
2023
Q2
$3.76M Hold
551,598
2.62% 14
2023
Q1
$3.28M Buy
551,598
+10,811
+2% +$64.3K 2.54% 13
2022
Q4
$3.41M Buy
+540,787
New +$3.41M 3% 13