Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Sell
5,081
-140
-3% -$49.7K 0.67% 25
2025
Q1
$1.83M Sell
5,221
-524
-9% -$184K 0.78% 20
2024
Q4
$1.82M Buy
+5,745
New +$1.82M 0.78% 24