Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
5,692
-70
-1% -$14.4K 0.92% 16
2025
Q1
$1.28M Hold
5,762
1.08% 15
2024
Q4
$1.44M Hold
5,762
1.19% 16
2024
Q3
$1.34M Sell
5,762
-30
-0.5% -$6.99K 1.13% 15
2024
Q2
$1.22M Buy
5,792
+316
+6% +$66.6K 1.09% 17
2024
Q1
$939K Sell
5,476
-24
-0.4% -$4.12K 0.86% 17
2023
Q4
$1.06M Buy
+5,500
New +$1.06M 1.02% 15