Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$567K Sell
6,074
-58
-0.9% -$5.41K 0.39% 43
2025
Q1
$447K Buy
+6,132
New +$447K 0.36% 49
2024
Q2
Sell
-300
Closed -$23.1K 382
2024
Q1
$23.1K Buy
+300
New +$23.1K 0.02% 217