Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
1,289
-11
-0.8% -$8.82K 0.98% 27
2025
Q1
$861K Buy
1,300
+196
+18% +$130K 0.89% 31
2024
Q4
$765K Buy
+1,104
New +$765K 0.81% 35