Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Hold
14,598
0.91% 31
2025
Q1
$1.31M Sell
14,598
-691
-5% -$62K 1.07% 27
2024
Q4
$1.52M Sell
15,289
-225
-1% -$22.4K 1.28% 22
2024
Q3
$1.76M Sell
15,514
-167
-1% -$19K 1.43% 19
2024
Q2
$1.94M Buy
+15,681
New +$1.94M 1.65% 15