Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.67M Sell
21,291
-211
-1% -$46.3K 2.25% 11
2025
Q1
$4.09M Sell
21,502
-105
-0.5% -$20K 2.21% 9
2024
Q4
$4.74M Buy
21,607
+7,382
+52% +$1.62M 2.48% 9
2024
Q3
$2.65M Sell
14,225
-213
-1% -$39.7K 2.17% 11
2024
Q2
$2.79M Sell
14,438
-157
-1% -$30.3K 2.47% 10
2024
Q1
$2.63M Hold
14,595
2.42% 10
2023
Q4
$2.22M Buy
+14,595
New +$2.22M 2.15% 10