Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
8,708
-209
-2% -$33.2K 1.18% 28
2025
Q1
$1.28M Sell
8,917
-246
-3% -$35.4K 1.18% 29
2024
Q4
$1.44M Buy
+9,163
New +$1.44M 1.41% 21
2023
Q4
$1.44M Buy
+9,163
New +$1.44M 1.42% 21