Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
19,178
+3
+0% +$227 0.66% 19
2025
Q1
$1.44M Buy
19,175
+13
+0.1% +$976 0.71% 19
2024
Q4
$1.47M Sell
19,162
-67
-0.3% -$5.12K 0.7% 21
2024
Q3
$1.5M Buy
19,229
+67
+0.3% +$5.23K 0.89% 19
2024
Q2
$1.37M Hold
19,162
0.94% 20
2024
Q1
$1.56M Sell
19,162
-1,400
-7% -$114K 1.38% 11
2023
Q4
$1.5M Buy
+20,562
New +$1.5M 2% 8