Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
3,565
+4
+0.1% +$1.27K 0.89% 17
2025
Q1
$923K Hold
3,561
0.78% 17
2024
Q4
$1.44M Hold
3,561
1.19% 17
2024
Q3
$932K Sell
3,561
-100
-3% -$26.2K 0.78% 18
2024
Q2
$724K Sell
3,661
-2,209
-38% -$437K 0.64% 20
2024
Q1
$1.03M Sell
5,870
-50
-0.8% -$8.79K 0.94% 15
2023
Q4
$1.47M Buy
+5,920
New +$1.47M 1.42% 13