Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.63M Sell
39,792
-61
-0.2% -$5.57K 1.17% 32
2025
Q1
$3.65M Buy
39,853
+1,106
+3% +$101K 1.29% 31
2024
Q4
$3.3M Buy
38,747
+1,167
+3% +$99.4K 1.27% 31
2024
Q3
$3.29M Buy
+37,580
New +$3.29M 1.29% 31