Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.82M Sell
24,189
-21
-0.1% -$3.32K 2.97% 3
2025
Q1
$2.62M Buy
24,210
+3,003
+14% +$325K 2.36% 7
2024
Q4
$2.85M Buy
21,207
+2,139
+11% +$287K 2.46% 10
2024
Q3
$2.32M Buy
+19,068
New +$2.32M 2.02% 10