Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.85M Sell
13,869
-105
-0.8% -$21.5K 2.42% 16
2025
Q1
$3.1M Buy
13,974
+930
+7% +$207K 2.93% 14
2024
Q4
$3.27M Buy
+13,044
New +$3.27M 3.24% 12