Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Hold
54,181
0.65% 38
2025
Q1
$1.38M Sell
54,181
-3,959
-7% -$101K 0.71% 37
2024
Q4
$1.23M Hold
58,140
0.61% 40
2024
Q3
$1.12M Sell
58,140
-11,115
-16% -$215K 0.55% 43
2024
Q2
$1.18M Buy
69,255
+3,000
+5% +$51K 0.63% 36
2024
Q1
$1.14M Buy
66,255
+5,010
+8% +$85.9K 0.65% 38
2023
Q4
$1.16M Buy
+61,245
New +$1.16M 0.71% 36