Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.69M Buy
7,794
+301
+4% +$104K 1.96% 9
2025
Q1
$2.63M Buy
7,493
+62
+0.8% +$21.7K 2.37% 8
2024
Q4
$2.35M Sell
7,431
-43
-0.6% -$13.6K 2.02% 8
2024
Q3
$2.06M Sell
7,474
-68
-0.9% -$18.7K 1.8% 9
2024
Q2
$2.03M Buy
+7,542
New +$2.03M 1.8% 9