Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Hold
5,370
0.51% 36
2025
Q1
$1.62M Sell
5,370
-23
-0.4% -$6.95K 0.4% 34
2024
Q4
$1.49M Sell
5,393
-400
-7% -$111K 0.39% 38
2024
Q3
$1.67M Hold
5,793
0.42% 35
2024
Q2
$1.48M Buy
5,793
+170
+3% +$43.4K 0.41% 34
2024
Q1
$1.46M Sell
5,623
-249
-4% -$64.5K 0.4% 34
2023
Q4
$1.33M Hold
5,872
0.41% 37
2023
Q3
$1.22M Buy
+5,872
New +$1.22M 0.41% 36