Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.36M Buy
25,307
+200
+0.8% +$18.7K 1.23% 12
2025
Q1
$1.83M Hold
25,107
1.06% 12
2024
Q4
$1.51M Sell
25,107
-68
-0.3% -$4.1K 0.74% 14
2024
Q3
$1.89M Sell
25,175
-7,700
-23% -$579K 0.91% 13
2024
Q2
$2.39M Hold
32,875
1.16% 11
2024
Q1
$2.53M Sell
32,875
-15,600
-32% -$1.2M 1.38% 11
2023
Q4
$2.98M Buy
+48,475
New +$2.98M 2.09% 10