Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
1,016
-218
-18% -$216K 0.76% 34
2025
Q1
$1.13M Hold
1,234
0.74% 32
2024
Q4
$1.13M Buy
+1,234
New +$1.13M 0.74% 32