Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Hold
17,684
0.98% 18
2025
Q1
$1.05M Sell
17,684
-5
-0% -$298 0.94% 19
2024
Q4
$1.07M Buy
17,689
+5
+0% +$302 0.95% 18
2024
Q3
$1.27M Hold
17,684
1.15% 16
2024
Q2
$1.25M Sell
17,684
-3,218
-15% -$227K 1.23% 17
2024
Q1
$1.66M Hold
20,902
1.57% 14
2023
Q4
$1.88M Buy
+20,902
New +$1.88M 1.93% 11