Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
4,757
-210
-4% -$45.9K 0.72% 26
2025
Q1
$699K Buy
4,967
+94
+2% +$13.2K 0.61% 39
2024
Q4
$829K Buy
+4,873
New +$829K 0.71% 31