Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Sell
5,313
-97
-2% -$34.6K 0.56% 37
2025
Q1
$2.16M Sell
5,410
-150
-3% -$59.9K 0.7% 34
2024
Q4
$2M Buy
+5,560
New +$2M 0.63% 34