Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.99M Sell
56,162
-100
-0.2% -$7.1K 3.84% 14
2025
Q1
$3.57M Sell
56,262
-1,226
-2% -$77.8K 3.3% 17
2024
Q4
$4.35M Sell
57,488
-1,780
-3% -$135K 3.56% 18
2024
Q3
$5.24M Buy
+59,268
New +$5.24M 4.03% 14