Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.38M Sell
21,413
-403
-2% -$63.7K 0.62% 48
2025
Q1
$2.36M Sell
21,816
-285
-1% -$30.9K 0.46% 65
2024
Q4
$2.97M Hold
22,101
0.74% 52
2024
Q3
$2.68M Buy
+22,101
New +$2.68M 0.63% 60