Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Sell
8,068
-324
-4% -$66.5K 1.14% 27
2025
Q1
$1.86M Buy
8,392
+2,648
+46% +$588K 1.43% 21
2024
Q4
$1.3M Buy
+5,744
New +$1.3M 1.2% 26