Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.3M Sell
5,623
-219
-4% -$89.4K 0.07% 224
2025
Q1
$2M Hold
5,842
0.07% 241
2024
Q4
$2.45M Buy
+5,842
New +$2.45M 0.07% 217