Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Hold
5,846
0.81% 24
2025
Q1
$1.3M Hold
5,846
0.98% 17
2024
Q4
$1.46M Hold
5,846
1.14% 16
2024
Q3
$1.36M Sell
5,846
-102
-2% -$23.8K 1.09% 15
2024
Q2
$1.25M Buy
5,948
+102
+2% +$21.5K 1.08% 15
2024
Q1
$1M Buy
+5,846
New +$1M 0.89% 20