Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83M Sell
3,906
-700
-15% -$328K 0.82% 33
2025
Q1
$2.14M Sell
4,606
-75
-2% -$34.9K 0.96% 32
2024
Q4
$1.96M Buy
+4,681
New +$1.96M 0.86% 36