Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Sell
5,263
-102
-2% -$36.2K 1.32% 18
2025
Q1
$1.88M Sell
5,365
-121
-2% -$42.4K 1.46% 14
2024
Q4
$1.73M Buy
+5,486
New +$1.73M 1.35% 14