Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.19M Buy
84,100
+1,289
+2% +$33.6K 0.15% 111
2025
Q1
$2.1M Sell
82,811
-260
-0.3% -$6.6K 0.17% 104
2024
Q4
$1.76M Sell
83,071
-66,099
-44% -$1.4M 0.13% 119
2024
Q3
$2.88M Hold
149,170
0.2% 81
2024
Q2
$2.53M Buy
+149,170
New +$2.53M 0.18% 93