Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.48M Sell
24,427
-5
-0% -$917 0.03% 399
2025
Q1
$4.27M Buy
24,432
+967
+4% +$169K 0.05% 329
2024
Q4
$4.41M Buy
23,465
+9,840
+72% +$1.85M 0.05% 300
2024
Q3
$2.61M Buy
13,625
+7,198
+112% +$1.38M 0.05% 314
2024
Q2
$1.15M Buy
+6,427
New +$1.15M 0.05% 311