Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.69M Sell
82,357
-819
-1% -$86.4K 0.11% 190
2025
Q1
$9.25M Sell
83,176
-172
-0.2% -$19.1K 0.13% 172
2024
Q4
$8.62M Buy
83,348
+743
+0.9% +$76.9K 0.12% 178
2024
Q3
$9.24M Buy
+82,605
New +$9.24M 0.13% 175
2021
Q4
Sell
-143
Closed -$7K 709
2021
Q3
$7K Buy
+143
New +$7K ﹤0.01% 468