Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56M Hold
8,407
1.33% 25
2025
Q1
$2.26M Sell
8,407
-48
-0.6% -$12.9K 1.44% 27
2024
Q4
$2.08M Hold
8,455
1.25% 35
2024
Q3
$1.94M Hold
8,455
1.01% 43
2024
Q2
$1.71M Hold
8,455
0.95% 47
2024
Q1
$1.65M Buy
+8,455
New +$1.65M 0.91% 61