Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
4,096
+170
+4% +$50.1K 0.36% 42
2025
Q1
$976K Sell
3,926
-15
-0.4% -$3.73K 0.31% 42
2024
Q4
$866K Buy
3,941
+80
+2% +$17.6K 0.28% 43
2024
Q3
$854K Buy
3,861
+6
+0.2% +$1.33K 0.28% 40
2024
Q2
$667K Hold
3,855
0.24% 41
2024
Q1
$736K Buy
3,855
+180
+5% +$34.4K 0.27% 40
2023
Q4
$601K Buy
+3,675
New +$601K 0.24% 38
2022
Q1
Sell
-40
Closed -$5K 123
2021
Q4
$5K Buy
+40
New +$5K ﹤0.01% 192