Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Hold
83,551
0.37% 23
2025
Q1
$1.9M Buy
83,551
+1,666
+2% +$37.8K 0.37% 22
2024
Q4
$1.64M Sell
81,885
-2,746
-3% -$55.1K 0.32% 24
2024
Q3
$1.99M Hold
84,631
0.38% 21
2024
Q2
$2.62M Sell
84,631
-1,000
-1% -$31K 0.48% 18
2024
Q1
$3.78M Sell
85,631
-9
-0% -$398 0.71% 16
2023
Q4
$4.3M Sell
85,640
-301
-0.4% -$15.1K 0.92% 12
2023
Q3
$3.06M Hold
85,941
0.64% 15
2023
Q2
$2.87M Buy
85,941
+1,000
+1% +$33.4K 0.63% 16
2023
Q1
$2.78M Buy
+84,941
New +$2.78M 0.65% 15