Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.41M Sell
16,591
-439
-3% -$63.9K 0.74% 30
2025
Q1
$2.63M Sell
17,030
-121
-0.7% -$18.7K 0.82% 28
2024
Q4
$2.4M Buy
+17,151
New +$2.4M 0.74% 32
2024
Q2
$2.03M Sell
17,144
-744
-4% -$88.2K 0.65% 37
2024
Q1
$2.2M Buy
17,888
+18
+0.1% +$2.21K 0.67% 37
2023
Q4
$2.13M Sell
17,870
-379
-2% -$45.1K 0.68% 35
2023
Q3
$2.1M Hold
18,249
0.74% 27
2023
Q2
$2.29M Buy
+18,249
New +$2.29M 0.76% 24
2019
Q3
$2.29M Buy
+17,030
New +$2.29M 0.69% 35