Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Buy
11,774
+1
+0% +$205 0.8% 21
2025
Q1
$2.62M Buy
11,773
+1,071
+10% +$238K 0.64% 20
2024
Q4
$2.68M Buy
10,702
+1
+0% +$250 0.7% 21
2024
Q3
$2.49M Buy
10,701
+1
+0% +$233 0.63% 21
2024
Q2
$2.25M Sell
10,700
-329
-3% -$69.3K 0.63% 21
2024
Q1
$1.89M Buy
11,029
+2
+0% +$343 0.51% 27
2023
Q4
$2.12M Buy
11,027
+1
+0% +$193 0.66% 24
2023
Q3
$1.89M Buy
+11,026
New +$1.89M 0.63% 21