Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67M Hold
13,652
0.58% 39
2025
Q1
$1.24M Sell
13,652
-1,000
-7% -$91.2K 0.51% 39
2024
Q4
$1.69M Sell
14,652
-1,000
-6% -$115K 0.66% 31
2024
Q3
$1.86M Buy
+15,652
New +$1.86M 0.78% 27