Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.48M Sell
26,291
-3,781
-13% -$500K 0.1% 164
2025
Q1
$3.69M Sell
30,072
-442
-1% -$54.3K 0.12% 159
2024
Q4
$4.01M Buy
+30,514
New +$4.01M 0.12% 146