Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$816K Sell
2,506
-1,566
-38% -$510K 0.43% 51
2025
Q1
$1.06M Buy
4,072
+55
+1% +$14.3K 0.43% 51
2024
Q4
$1.28M Buy
+4,017
New +$1.28M 0.59% 38