Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
5,356
-25
-0.5% -$5.13K 0.7% 14
2025
Q1
$1.2M Buy
5,381
+1,446
+37% +$321K 0.78% 19
2024
Q4
$985K Buy
+3,935
New +$985K 0.67% 20