Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Sell
9,917
-139
-1% -$28.5K 1.11% 15
2025
Q1
$2.23M Sell
10,056
-318
-3% -$70.6K 1.43% 12
2024
Q4
$2.6M Buy
+10,374
New +$2.6M 1.84% 8