Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Hold
3,109
0.16% 48
2025
Q1
$984K Hold
3,109
0.16% 52
2024
Q4
$1.05M Hold
3,109
0.17% 48
2024
Q3
$991K Sell
3,109
-630
-17% -$201K 0.16% 49
2024
Q2
$1.2M Hold
3,739
0.2% 45
2024
Q1
$1.3M Buy
+3,739
New +$1.3M 0.22% 44
2022
Q2
Sell
-52
Closed -$17K 317
2022
Q1
$17K Buy
+52
New +$17K ﹤0.01% 253