Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$824K Sell
10,309
-3,856
-27% -$308K 0.3% 64
2025
Q1
$1.28M Buy
14,165
+5
+0% +$453 0.55% 28
2024
Q4
$1.41M Buy
+14,160
New +$1.41M 0.61% 31