Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Hold
10,090
0.75% 29
2025
Q1
$1.06M Sell
10,090
-1,512
-13% -$158K 0.8% 24
2024
Q4
$1.49M Buy
+11,602
New +$1.49M 0.92% 22