Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
2,008
-120
-6% -$69.2K 0.04% 31
2025
Q1
$1.2M Sell
2,128
-1,522
-42% -$861K 0.03% 39
2024
Q4
$2.19M Buy
+3,650
New +$2.19M 0.08% 32