Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Hold
6,067
0.42% 44
2025
Q1
$1.27M Sell
6,067
-756
-11% -$158K 0.54% 29
2024
Q4
$1.21M Buy
+6,823
New +$1.21M 0.52% 40