Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
1,272
-63
-5% -$56.4K 0.03% 255
2025
Q1
$908K Sell
1,335
-23
-2% -$15.6K 0.03% 264
2024
Q4
$856K Buy
+1,358
New +$856K 0.03% 270