Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
58,192
+1,724
+3% +$36.1K 0.42% 23
2025
Q1
$1.35M Sell
56,468
-208
-0.4% -$4.99K 0.51% 23
2024
Q4
$1.21M Buy
56,676
+4,217
+8% +$90K 0.44% 22
2024
Q3
$1.21M Buy
+52,459
New +$1.21M 0.45% 23