Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Sell
16,599
-150
-0.9% -$11.4K 0.1% 62
2025
Q1
$1.26M Hold
16,749
0.11% 63
2024
Q4
$1.28M Hold
16,749
0.1% 62
2024
Q3
$1.31M Hold
16,749
0.1% 65
2024
Q2
$1.2M Buy
+16,749
New +$1.2M 0.1% 64