Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.71M Buy
108,264
+690
+0.6% +$55.5K 0.21% 96
2025
Q1
$8.64M Sell
107,574
-1,390
-1% -$112K 0.23% 91
2024
Q4
$8.88M Buy
108,964
+1,390
+1% +$113K 0.23% 90
2024
Q3
$8.87M Sell
107,574
-9,860
-8% -$813K 0.24% 91
2024
Q2
$8.24M Hold
117,434
0.24% 92
2024
Q1
$8.7M Buy
+117,434
New +$8.7M 0.27% 86