Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Buy
79,020
+1,050
+1% +$27.3K 0.09% 106
2025
Q1
$1.98M Buy
77,970
+270
+0.3% +$6.86K 0.1% 103
2024
Q4
$1.64M Sell
77,700
-1,050
-1% -$22.2K 0.08% 110
2024
Q3
$1.52M Buy
78,750
+4,950
+7% +$95.6K 0.08% 110
2024
Q2
$1.25M Buy
+73,800
New +$1.25M 0.07% 116