Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Hold
8,268
0.58% 37
2025
Q1
$1.76M Buy
8,268
+307
+4% +$65.2K 0.64% 35
2024
Q4
$1.88M Sell
7,961
-420
-5% -$99.1K 0.66% 36
2024
Q3
$1.96M Sell
8,381
-105
-1% -$24.5K 0.7% 34
2024
Q2
$1.79M Hold
8,486
0.67% 33
2024
Q1
$1.46M Sell
8,486
-3
-0% -$514 0.54% 37
2023
Q4
$1.66M Sell
8,489
-183
-2% -$35.7K 0.65% 33
2023
Q3
$1.57M Sell
8,672
-101
-1% -$18.3K 0.66% 33
2023
Q2
$1.7M Buy
+8,773
New +$1.7M 0.72% 32