Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Sell
25,892
-211
-0.8% -$15.6K 0.02% 520
2025
Q1
$1.61M Buy
26,103
+7,434
+40% +$457K 0.02% 555
2024
Q4
$1.04M Buy
18,669
+51
+0.3% +$2.85K 0.02% 627
2024
Q3
$1.35M Buy
+18,618
New +$1.35M 0.03% 526