Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
12,555
-340
-3% -$33.3K 0.58% 43
2025
Q1
$1.13M Sell
12,895
-3
-0% -$263 0.61% 46
2024
Q4
$1.17M Buy
+12,898
New +$1.17M 0.64% 44