Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.22M Sell
21,235
-3,585
-14% -$1.39M 0.2% 60
2025
Q1
$9.42M Buy
24,820
+3,685
+17% +$1.4M 0.28% 57
2024
Q4
$9.34M Buy
+21,135
New +$9.34M 0.22% 58