Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
7,000
-63
-0.9% -$10.2K 1.82% 18
2025
Q1
$754K Hold
7,063
0.79% 39
2024
Q4
$871K Buy
+7,063
New +$871K 0.88% 36