Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Sell
1,630
-194
-11% -$192K 0.63% 28
2025
Q1
$1.73M Buy
1,824
+23
+1% +$21.8K 0.76% 23
2024
Q4
$1.65M Buy
+1,801
New +$1.65M 0.46% 28