Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.1M Sell
5,692
-62
-1% -$55.5K 2.46% 5
2025
Q1
$3.91M Sell
5,754
-10
-0.2% -$6.8K 2.16% 8
2024
Q4
$3.63M Buy
+5,764
New +$3.63M 2.14% 9