Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.18M Sell
29,248
-1,207
-4% -$90K 1.15% 35
2025
Q1
$1.82M Buy
30,455
+264
+0.9% +$15.8K 1.12% 36
2024
Q4
$1.72M Buy
+30,191
New +$1.72M 1.05% 42