Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
3,280
-68
-2% -$21.6K 0.6% 59
2025
Q1
$868K Buy
3,348
+996
+42% +$258K 0.56% 59
2024
Q4
$950K Buy
+2,352
New +$950K 0.58% 59