Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Sell
8,417
-105
-1% -$39.8K 1.74% 23
2025
Q1
$3.27M Buy
8,522
+1,490
+21% +$571K 1.94% 23
2024
Q4
$3.13M Buy
7,032
+30
+0.4% +$13.3K 2.18% 19
2024
Q3
$3.63M Buy
+7,002
New +$3.63M 2.54% 16