Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.2K Sell
496
-24
-5% -$4.65K 0.07% 114
2025
Q1
$61K Sell
520
-10,613
-95% -$1.25M 0.05% 151
2024
Q4
$1.81M Buy
+11,133
New +$1.81M 1.45% 21