Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
1,291
-6
-0.5% -$4.72K 0.39% 58
2025
Q1
$796K Sell
1,297
-8
-0.6% -$4.91K 0.35% 71
2024
Q4
$820K Buy
+1,305
New +$820K 0.23% 66