Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Sell
1,274
-8,012
-86% -$2.53M 0.37% 39
2025
Q1
$2.41M Buy
9,286
+4,337
+88% +$1.12M 2.18% 16
2024
Q4
$1.95M Buy
+4,949
New +$1.95M 1.61% 20