Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
2,439
-43
-2% -$9.4K 0.5% 34
2025
Q1
$347K Hold
2,482
0.38% 40
2024
Q4
$414K Buy
+2,482
New +$414K 0.44% 37