Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.27M Sell
30,445
-41
-0.1% -$3.05K 1.91% 5
2025
Q1
$2.06M Buy
30,486
+12,104
+66% +$820K 1.96% 4
2024
Q4
$1.14M Buy
18,382
+3,255
+22% +$202K 0.76% 34
2024
Q3
$985K Buy
+15,127
New +$985K 0.66% 41