Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.29M Buy
11,157
+218
+2% +$44.7K 0.86% 9
2025
Q1
$2.43M Buy
10,939
+142
+1% +$31.5K 1.04% 8
2024
Q4
$2.7M Sell
10,797
-10
-0.1% -$2.5K 1.21% 7
2024
Q3
$2.52M Buy
10,807
+127
+1% +$29.6K 1.19% 7
2024
Q2
$2.25M Buy
10,680
+224
+2% +$47.2K 1.15% 7
2024
Q1
$1.79M Sell
10,456
-3,126
-23% -$536K 0.95% 8
2023
Q4
$2.61M Buy
+13,582
New +$2.61M 1.58% 8