Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.16M Hold
379,340
0.07% 241
2025
Q1
$4.05M Sell
379,340
-744
-0.2% -$7.94K 0.07% 221
2024
Q4
$5.72M Sell
380,084
-53,234
-12% -$801K 0.1% 164
2024
Q3
$5.33M Sell
433,318
-1,500
-0.3% -$18.4K 0.1% 181
2024
Q2
$6.42M Sell
434,818
-144
-0% -$2.13K 0.14% 134
2024
Q1
$7.37M Buy
434,962
+144
+0% +$2.44K 0.17% 126
2023
Q4
$7.45M Buy
+434,818
New +$7.45M 0.19% 119