Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Sell
25,986
-1,934
-7% -$144K 0.04% 424
2025
Q1
$1.73M Hold
27,920
0.04% 405
2024
Q4
$1.73M Buy
27,920
+810
+3% +$50.2K 0.04% 404
2024
Q3
$1.77M Buy
27,110
+1,523
+6% +$99.2K 0.04% 385
2024
Q2
$1.37M Buy
25,587
+2,371
+10% +$127K 0.04% 398
2024
Q1
$1.23M Buy
23,216
+2,655
+13% +$140K 0.04% 400
2023
Q4
$897K Buy
+20,561
New +$897K 0.03% 441