Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.65M Hold
5,193
0.73% 14
2025
Q1
$1.35M Buy
5,193
+190
+4% +$49.2K 0.62% 14
2024
Q4
$2.02M Sell
5,003
-3,687
-42% -$1.49M 0.99% 13
2024
Q3
$2.27M Sell
8,690
-1,871
-18% -$489K 1.03% 13
2024
Q2
$2.09M Buy
+10,561
New +$2.09M 1.03% 13