Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$829K Hold
1,767
0.51% 44
2025
Q1
$823K Sell
1,767
-1,759
-50% -$819K 0.56% 45
2024
Q4
$1.48M Buy
3,526
+1,763
+100% +$738K 0.47% 48
2024
Q3
$841K Hold
1,763
0.52% 37
2024
Q2
$774K Sell
1,763
-5
-0.3% -$2.19K 0.5% 42
2024
Q1
$821K Hold
1,768
0.49% 43
2023
Q4
$726K Buy
+1,768
New +$726K 0.51% 42