Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
5,015
-70
-1% -$20.6K 1.06% 18
2025
Q1
$1.26M Buy
5,085
+70
+1% +$17.4K 0.93% 23
2024
Q4
$1.1M Buy
5,015
+68
+1% +$15K 0.83% 26
2024
Q3
$1.09M Buy
+4,947
New +$1.09M 0.87% 21