Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
3,881
+58
+2% +$16.2K 0.93% 44
2025
Q1
$1.19M Sell
3,823
-3
-0.1% -$935 1.1% 32
2024
Q4
$997K Buy
+3,826
New +$997K 0.98% 40
2023
Q4
$997K Buy
+3,826
New +$997K 0.99% 40