Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.08M Sell
18,506
-93
-0.5% -$20.5K 0.03% 327
2025
Q1
$2.44M Buy
18,599
+155
+0.8% +$20.3K 0.02% 402
2024
Q4
$2.53M Buy
18,444
+5,604
+44% +$768K 0.02% 448
2024
Q3
$1.3M Buy
+12,840
New +$1.3M 0.01% 545