Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
15,519
-3,325
-18% -$236K 0.37% 15
2025
Q1
$1.2M Sell
18,844
-85
-0.4% -$5.4K 0.47% 12
2024
Q4
$1.43M Hold
18,929
0.57% 12
2024
Q3
$1.67M Buy
18,929
+495
+3% +$43.8K 0.67% 11
2024
Q2
$1.39M Buy
18,434
+6,020
+48% +$454K 0.6% 11
2024
Q1
$1.17M Hold
12,414
0.61% 11
2023
Q4
$1.35M Hold
12,414
0.62% 14
2023
Q3
$1.19M Hold
12,414
0.83% 9
2023
Q2
$1.37M Buy
+12,414
New +$1.37M 0.89% 9