Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Sell
21,299
-592
-3% -$57.9K 0.94% 31
2025
Q1
$1.92M Sell
21,891
-4,858
-18% -$426K 0.86% 34
2024
Q4
$2.42M Buy
+26,749
New +$2.42M 1.06% 29