Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Hold
5,517
1.36% 16
2025
Q1
$950K Hold
5,517
0.79% 21
2024
Q4
$1.37M Sell
5,517
-87
-2% -$21.6K 1% 16
2024
Q3
$998K Hold
5,604
0.73% 22
2024
Q2
$1.25M Buy
5,604
+37
+0.7% +$8.22K 0.98% 17
2024
Q1
$1.48M Sell
5,567
-399
-7% -$106K 1.24% 16
2023
Q4
$1.04M Buy
+5,966
New +$1.04M 0.94% 19