Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Hold
10,626
0.83% 37
2025
Q1
$1.11M Sell
10,626
-52
-0.5% -$5.43K 0.89% 34
2024
Q4
$1.44M Sell
10,678
-2
-0% -$270 1.16% 26
2024
Q3
$1.66M Sell
10,680
-748
-7% -$117K 1.36% 22
2024
Q2
$1.69M Hold
11,428
1.44% 19
2024
Q1
$2.03M Hold
11,428
1.66% 16
2023
Q4
$1.63M Sell
11,428
-141
-1% -$20.1K 1.41% 19
2023
Q3
$1.28M Sell
11,569
-150
-1% -$16.6K 1.23% 24
2023
Q2
$1.55M Buy
+11,719
New +$1.55M 1.49% 18