Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
6,360
-7,246
-53% -$1.17M 0.1% 171
2025
Q1
$1.45M Sell
13,606
-7,694
-36% -$822K 0.16% 149
2024
Q4
$2.63M Buy
+21,300
New +$2.63M 0.25% 111
2024
Q3
Hold
0
268
2024
Q2
Hold
0
241
2024
Q1
Hold
0
254