Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.92M Sell
118,874
-297
-0.2% -$7.3K 0.08% 137
2025
Q1
$2.51M Buy
119,171
+3,096
+3% +$65.2K 0.08% 138
2024
Q4
$4M Buy
+116,075
New +$4M 0.12% 107