Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Sell
14,039
-145
-1% -$13.5K 0.56% 36
2025
Q1
$1.03M Hold
14,184
0.47% 47
2024
Q4
$856K Sell
14,184
-40
-0.3% -$2.41K 0.38% 57
2024
Q3
$1.07M Buy
14,224
+4,477
+46% +$336K 0.47% 51
2024
Q2
$708K Buy
+9,747
New +$708K 0.36% 64