Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.49M Sell
32,760
-4,000
-11% -$1.16M 0.35% 63
2025
Q1
$8.97M Sell
36,760
-10,320
-22% -$2.52M 0.34% 66
2024
Q4
$10.4M Hold
47,080
0.37% 60
2024
Q3
$10.4M Sell
47,080
-11,940
-20% -$2.64M 0.37% 59
2024
Q2
$10.1M Buy
59,020
+13,990
+31% +$2.39M 0.4% 56
2024
Q1
$8.59M Buy
+45,030
New +$8.59M 0.34% 59