Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.49M Sell
2,510
-1
-0% -$990 2.3% 17
2025
Q1
$2.38M Buy
2,511
+618
+33% +$585K 2.41% 16
2024
Q4
$1.73M Buy
+1,893
New +$1.73M 1.79% 21