Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
5,322
-421
-7% -$92.4K 0.52% 45
2025
Q1
$1.09M Buy
5,743
+259
+5% +$49.3K 0.62% 40
2024
Q4
$1.2M Buy
+5,484
New +$1.2M 0.67% 35