Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
6,518
-1,313
-17% -$212K 0.73% 29
2025
Q1
$836K Buy
7,831
+2,207
+39% +$236K 0.56% 39
2024
Q4
$694K Buy
+5,624
New +$694K 0.4% 49