Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.85M Sell
9,674
-276
-3% -$81.4K 1.31% 21
2025
Q1
$2.47M Buy
9,950
+1,271
+15% +$316K 1.23% 22
2024
Q4
$1.91M Buy
+8,679
New +$1.91M 0.96% 26