Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Sell
6,057
-285
-4% -$94.2K 1.61% 24
2025
Q1
$2.09M Sell
6,342
-161
-2% -$53K 1.92% 18
2024
Q4
$1.8M Sell
6,503
-367
-5% -$101K 1.53% 22
2024
Q3
$2.39M Buy
+6,870
New +$2.39M 1.95% 17