Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.49M Sell
18,842
-893
-5% -$118K 1.12% 26
2025
Q1
$2.96M Sell
19,735
-191
-1% -$28.6K 1.32% 22
2024
Q4
$3.03M Buy
+19,926
New +$3.03M 1.33% 22