Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
7,786
-1,341
-15% -$177K 0.47% 50
2025
Q1
$1.37M Buy
9,127
+1,167
+15% +$175K 0.68% 36
2024
Q4
$1.21M Buy
+7,960
New +$1.21M 0.61% 42