Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Sell
430,128
-5,295
-1% -$23K 0.09% 206
2025
Q1
$2.91M Hold
435,423
0.17% 127
2024
Q4
$4.09M Sell
435,423
-7,718
-2% -$72.5K 0.21% 102
2024
Q3
$1.81M Buy
443,141
+99,618
+29% +$406K 0.09% 210
2024
Q2
$1.56M Buy
+343,523
New +$1.56M 0.09% 203