Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
67,985
-3,252
-5% -$51.7K 0.29% 82
2025
Q1
$1.13M Buy
+71,237
New +$1.13M 0.31% 79
2024
Q4
Sell
-76,469
Closed -$1.49M 104
2024
Q3
$1.49M Buy
+76,469
New +$1.49M 0.39% 74