Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Hold
7,143
0.91% 29
2025
Q1
$1.9M Hold
7,143
0.9% 31
2024
Q4
$1.8M Sell
7,143
-45
-0.6% -$11.3K 0.84% 30
2024
Q3
$1.58M Buy
7,188
+50
+0.7% +$11K 0.75% 41
2024
Q2
$1.23M Hold
7,138
0.63% 51
2024
Q1
$1.35M Hold
7,138
0.77% 44
2023
Q4
$1.28M Sell
7,138
-400
-5% -$71.6K 0.82% 41
2023
Q3
$1.21M Sell
7,538
-40
-0.5% -$6.45K 0.86% 38
2023
Q2
$1.11M Sell
7,578
-25
-0.3% -$3.66K 0.76% 42
2023
Q1
$1.11M Hold
7,603
0.81% 38
2022
Q4
$1.09M Buy
+7,603
New +$1.09M 0.91% 34