Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.75M Hold
36,880
0.93% 36
2025
Q1
$2.5M Sell
36,880
-1,010
-3% -$68.4K 0.92% 37
2024
Q4
$2.35M Buy
37,890
+1,300
+4% +$80.5K 0.83% 41
2024
Q3
$2.38M Hold
36,590
0.85% 41
2024
Q2
$1.97M Buy
36,590
+20,650
+130% +$1.11M 0.74% 41
2024
Q1
$841K Hold
15,940
0.49% 39
2023
Q4
$695K Buy
+15,940
New +$695K 0.5% 36