Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.32M Hold
26,962
1.28% 20
2025
Q1
$2.25M Hold
26,962
1.35% 18
2024
Q4
$2.27M Sell
26,962
-270
-1% -$22.8K 1.35% 16
2024
Q3
$2.38M Hold
27,232
1.43% 16
2024
Q2
$2.16M Hold
27,232
1.4% 18
2024
Q1
$2.26M Sell
27,232
-200
-0.7% -$16.6K 1.59% 15
2023
Q4
$2.38M Buy
+27,432
New +$2.38M 1.91% 13