Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
14,508
-238
-2% -$16.5K 0.83% 28
2025
Q1
$910K Buy
14,746
+513
+4% +$31.7K 0.87% 40
2024
Q4
$843K Buy
+14,233
New +$843K 0.79% 37