Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
4,880
-106
-2% -$23.2K 0.85% 30
2025
Q1
$697K Buy
4,986
+140
+3% +$19.6K 0.63% 38
2024
Q4
$808K Buy
+4,846
New +$808K 0.74% 36