Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.32M Hold
32,890
0.14% 68
2025
Q1
$2.41M Hold
32,890
0.17% 57
2024
Q4
$2.06M Sell
32,890
-567
-2% -$35.5K 0.14% 62
2024
Q3
$2.21M Hold
33,457
0.17% 50
2024
Q2
$2.41M Sell
33,457
-2,150
-6% -$155K 0.2% 49
2024
Q1
$2.39M Buy
35,607
+1,741
+5% +$117K 0.19% 52
2023
Q4
$2.23M Buy
33,866
+709
+2% +$46.7K 0.23% 46
2023
Q3
$2.13M Buy
+33,157
New +$2.13M 0.24% 45