Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Sell
2,172
-8,436
-80% -$2.49M 0.12% 173
2025
Q1
$2.69M Buy
10,608
+3,145
+42% +$799K 0.15% 166
2024
Q4
$1.68M Buy
+7,463
New +$1.68M 0.45% 50