Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.28M Sell
24,814
-1,064
-4% -$97.7K 1.55% 25
2025
Q1
$2.28M Buy
25,878
+7,986
+45% +$703K 1.66% 25
2024
Q4
$1.66M Buy
17,892
+538
+3% +$49.8K 1.06% 38
2024
Q3
$1.61M Buy
+17,354
New +$1.61M 0.96% 41