Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Sell
1,938
-116
-6% -$104K 2.86% 10
2025
Q1
$1.4M Buy
2,054
+200
+11% +$136K 2.64% 11
2024
Q4
$1.17M Buy
+1,854
New +$1.17M 2.38% 11