Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Sell
4,000
-137
-3% -$48.9K 0.66% 37
2025
Q1
$1.12M Sell
4,137
-896
-18% -$244K 0.56% 44
2024
Q4
$1.67M Buy
+5,033
New +$1.67M 0.84% 29