Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$942K Sell
2,640
-55
-2% -$19.6K 0.35% 56
2025
Q1
$733K Sell
2,695
-1,747
-39% -$475K 0.31% 64
2024
Q4
$1.47M Buy
+4,442
New +$1.47M 0.64% 28