Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
34,767
-1,977
-5% -$57.2K 0.19% 109
2025
Q1
$1.04M Buy
36,744
+2,801
+8% +$79.2K 0.24% 91
2024
Q4
$773K Buy
+33,943
New +$773K 0.17% 106