Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.87M Buy
7,228
+61
+0.9% +$32.6K 0.16% 29
2025
Q1
$2.65M Hold
7,167
0.11% 53
2024
Q4
$3.25M Buy
7,167
+648
+10% +$294K 0.14% 38
2024
Q3
$2.81M Hold
6,519
0.12% 37
2024
Q2
$2.38M Sell
6,519
-5,244
-45% -$1.91M 0.11% 40
2024
Q1
$4.12M Hold
11,763
0.19% 26
2023
Q4
$2.53M Hold
11,763
0.13% 40
2023
Q3
$2.47M Buy
11,763
+135
+1% +$28.4K 0.14% 28
2023
Q2
$2.15M Buy
+11,628
New +$2.15M 0.11% 42