Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Sell
12,546
-180
-1% -$27.1K 0.07% 112
2025
Q1
$1.33M Hold
12,726
0.05% 125
2024
Q4
$2.08M Hold
12,726
0.09% 87
2024
Q3
$839K Buy
+12,726
New +$839K 0.03% 146