Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$843K Hold
3,842
0.69% 22
2025
Q1
$843K Sell
3,842
-30
-0.8% -$6.58K 0.77% 20
2024
Q4
$849K Sell
3,872
-30
-0.8% -$6.58K 0.7% 21
2024
Q3
$727K Hold
3,902
0.66% 21
2024
Q2
$754K Buy
3,902
+1,742
+81% +$337K 0.77% 21
2024
Q1
$390K Hold
2,160
0.37% 27
2023
Q4
$328K Buy
+2,160
New +$328K 0.31% 30