Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.38M Sell
34,571
-59
-0.2% -$4.07K 0.78% 36
2025
Q1
$2.39M Buy
34,630
+169
+0.5% +$11.7K 0.78% 37
2024
Q4
$2.12M Buy
34,461
+446
+1% +$27.5K 0.71% 39
2024
Q3
$2.11M Buy
+34,015
New +$2.11M 0.69% 40