Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$858K Sell
1,800
-4,700
-72% -$2.24M 0.37% 54
2025
Q1
$2.38M Buy
6,500
+3,500
+117% +$1.28M 1.19% 27
2024
Q4
$1.21M Buy
+3,000
New +$1.21M 0.47% 47