Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
18,696
-101
-0.5% -$7.01K 0.87% 36
2025
Q1
$1.16M Sell
18,797
-250
-1% -$15.4K 0.79% 38
2024
Q4
$1.13M Sell
19,047
-150
-0.8% -$8.88K 0.78% 37
2024
Q3
$1.02M Buy
+19,197
New +$1.02M 0.69% 43