Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.79M Sell
39,102
-2,574
-6% -$316K 0.18% 74
2025
Q1
$3.8M Sell
41,676
-141
-0.3% -$12.9K 0.16% 88
2024
Q4
$4.82M Buy
41,817
+167
+0.4% +$19.2K 0.18% 75
2024
Q3
$4.94M Buy
+41,650
New +$4.94M 0.18% 73