Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.15M Hold
71,755
0.02% 547
2025
Q1
$2.3M Sell
71,755
-2,050
-3% -$65.6K 0.02% 619
2024
Q4
$2.17M Sell
73,805
-5,540
-7% -$163K 0.02% 652
2024
Q3
$2.3M Buy
79,345
+3,507
+5% +$102K 0.02% 562
2024
Q2
$2.85M Buy
75,838
+2,310
+3% +$86.7K 0.04% 403
2024
Q1
$3.25M Buy
+73,528
New +$3.25M 0.05% 353