Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.98M Sell
40,741
-665
-2% -$65K 1.83% 11
2025
Q1
$3.64M Buy
41,406
+2,399
+6% +$211K 1.8% 12
2024
Q4
$3.52M Buy
+39,007
New +$3.52M 1.77% 14