Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.36M Hold
22,522
0.02% 515
2025
Q1
$2.25M Sell
22,522
-219
-1% -$21.9K 0.03% 514
2024
Q4
$2.49M Hold
22,741
0.03% 500
2024
Q3
$2.62M Hold
22,741
0.03% 492
2024
Q2
$2.27M Sell
22,741
-1,500
-6% -$150K 0.03% 507
2024
Q1
$2.68M Hold
24,241
0.03% 480
2023
Q4
$2.61M Sell
24,241
-600
-2% -$64.6K 0.03% 471
2023
Q3
$2.46M Hold
24,841
0.04% 456
2023
Q2
$2.62M Sell
24,841
-1,300
-5% -$137K 0.04% 448
2023
Q1
$2.52M Buy
+26,141
New +$2.52M 0.04% 464