Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
8,918
-327
-4% -$49.8K 0.3% 100
2025
Q1
$1.36M Buy
9,245
+25
+0.3% +$3.67K 0.33% 92
2024
Q4
$1.19M Buy
9,220
+261
+3% +$33.7K 0.29% 105
2024
Q3
$1.16M Buy
8,959
+766
+9% +$99.3K 0.28% 105
2024
Q2
$837K Buy
+8,193
New +$837K 0.23% 141