Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Hold
5,448
0.39% 48
2025
Q1
$1.18M Sell
5,448
-75
-1% -$16.3K 0.4% 49
2024
Q4
$1.14M Hold
5,523
0.37% 51
2024
Q3
$972K Hold
5,523
0.3% 57
2024
Q2
$900K Buy
5,523
+1,395
+34% +$227K 0.28% 55
2024
Q1
$615K Buy
+4,128
New +$615K 0.2% 62