Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.49M Sell
70,662
-314
-0.4% -$28.8K 2.3% 17
2025
Q1
$6.27M Buy
70,976
+1,525
+2% +$135K 2.35% 18
2024
Q4
$6.43M Sell
69,451
-439
-0.6% -$40.6K 2.81% 14
2024
Q3
$6.48M Buy
+69,890
New +$6.48M 3.18% 14