Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Sell
20,181
-94
-0.5% -$7.44K 1.23% 15
2025
Q1
$1.82M Sell
20,275
-10
-0% -$898 1.62% 13
2024
Q4
$2.02M Buy
+20,285
New +$2.02M 1.66% 11