Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
3,077
-100
-3% -$35.5K 0.83% 25
2025
Q1
$1.11M Sell
3,177
-5
-0.2% -$1.75K 0.93% 23
2024
Q4
$1.01M Buy
+3,182
New +$1.01M 0.81% 29