Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
8,317
-96
-1% -$21.1K 1.28% 20
2025
Q1
$1.6M Sell
8,413
-280
-3% -$53.3K 1.21% 21
2024
Q4
$1.96M Buy
+8,693
New +$1.96M 1.58% 17