Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Hold
6,715
0.31% 40
2025
Q1
$728K Sell
6,715
-40
-0.6% -$4.34K 0.22% 49
2024
Q4
$907K Sell
6,755
-265
-4% -$35.6K 0.27% 43
2024
Q3
$853K Buy
7,020
+100
+1% +$12.1K 0.25% 43
2024
Q2
$855K Buy
6,920
+350
+5% +$43.2K 0.26% 42
2024
Q1
$594K Buy
6,570
+130
+2% +$11.7K 0.18% 48
2023
Q4
$319K Buy
6,440
+350
+6% +$17.3K 0.1% 60
2023
Q3
$265K Hold
6,090
0.09% 65
2023
Q2
$258K Buy
+6,090
New +$258K 0.09% 68