Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
5,526
-1,528
-22% -$284K 0.4% 57
2025
Q1
$1.48M Buy
7,054
+208
+3% +$43.6K 0.65% 30
2024
Q4
$1.22M Buy
+6,846
New +$1.22M 0.34% 41