Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Sell
6,911
-100
-1% -$21.9K 1.19% 13
2025
Q1
$1.33M Hold
7,011
1.12% 14
2024
Q4
$1.54M Hold
7,011
1.27% 14
2024
Q3
$1.31M Sell
7,011
-40
-0.6% -$7.45K 1.1% 16
2024
Q2
$1.36M Buy
7,051
+180
+3% +$34.8K 1.21% 16
2024
Q1
$1.24M Hold
6,871
1.13% 13
2023
Q4
$1.04M Buy
+6,871
New +$1.04M 1.01% 16