Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$808K Hold
4,245
0.36% 19
2025
Q1
$808K Hold
4,245
0.5% 18
2024
Q4
$935K Sell
4,245
-220
-5% -$48.4K 0.61% 17
2024
Q3
$832K Sell
4,465
-133
-3% -$24.8K 0.55% 17
2024
Q2
$889K Buy
4,598
+127
+3% +$24.5K 0.69% 15
2024
Q1
$806K Buy
+4,471
New +$806K 0.68% 16